Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 17
- +2 vs. Q3 2025
- Portfolio value
- $910.3M
- +$89.3M (+10.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| USFDUS Foods Holding Corp. | COM | 1,677,420 | $126.3M | 13.9% | +252,805+17.7% | Added | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 5,959,324 | $107.4M | 11.8% | +1,311,109+28.2% | Added | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 1,151,411 | $106.7M | 11.7% | −138,998−10.8% | Reduced | History |
| IESCIES Holdings, Inc. | COM | 209,351 | $81.4M | 8.9% | +30,583+17.1% | Added | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 4,532,036 | $74.1M | 8.1% | +1,713,541+60.8% | Added | History |
| PAXPatria Investments Ltd | COM CL A | 4,483,299 | $71.2M | 7.8% | +511,327+12.9% | Added | History |
| PSMTPricesmart Inc | COM | 488,387 | $59.9M | 6.6% | +71,879+17.3% | Added | History |
| NUTXNutex Health Inc. | COM | 324,422 | $53.4M | 5.9% | +54,001+20.0% | Added | History |
| NBBKNB Bancorp, Inc. | COM | 2,343,776 | $46.5M | 5.1% | +229,440+10.9% | Added | History |
| COMPCompass, Inc. | CL A | 4,166,293 | $44.0M | 4.8% | +4,166,293 | New | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 3,879,977 | $42.8M | 4.7% | +3,879,977 | New | History |
| NVRIEnviri Corp | COM | 1,527,845 | $27.4M | 3.0% | −1,903,343−55.5% | Reduced | History |
| NTGRNetgear, Inc. | COM | 970,277 | $23.8M | 2.6% | −721,330−42.6% | Reduced | History |
| KYIVKyivstar Group Ltd. | ORD SHS | 1,807,110 | $23.5M | 2.6% | +1,807,110 | New | History |
| SOCSable Offshore Corp. | COM SHS | 1,107,901 | $9.99M | 1.1% | +1,107,901 | New | History |
| IDRIdaho Strategic Resources, Inc. | COM NEW | 212,791 | $8.58M | 0.9% | +212,791 | New | History |
| iShares MSCI India ETF46429B598 | ETF | 58,419 | $3.16M | 0.3% | 00.0% | Unchanged | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | $154.5M | – |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.