Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 14
- −1 vs. Q1 2026
- Portfolio value
- $1.39B
- +$448.9M (+47.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| USFDUS Foods Holding Corp. | COM | 2,152,248 | $220.1M | 15.8% | +298,740+16.1% | Added | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 6,316,237 | $154.4M | 11.1% | +1,016,219+19.2% | Added | History |
| IESCIES Holdings, Inc. | COM | 168,457 | $123.8M | 8.9% | −62,782−27.2% | Reduced | History |
| PSMTPricesmart Inc | COM | 613,137 | $119.8M | 8.6% | +88,481+16.9% | Added | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 8,004,867 | $116.9M | 8.4% | +1,342,213+20.1% | Added | History |
| SNDASonida Senior Living, Inc. | COM | 2,375,656 | $96.9M | 7.0% | +2,375,656 | New | History |
| KYIVKyivstar Group Ltd. | ORD SHS | 5,919,877 | $95.7M | 6.9% | +821,653+16.1% | Added | History |
| ATROAstronics Corp | COM | 993,637 | $80.7M | 5.8% | +178,304+21.9% | Added | History |
| ONONOn Holding AG | Stock | 2,228,412 | $78.9M | 5.7% | +1,916,366+614.1% | Added | History |
| NUTXNutex Health Inc. | COM | 451,310 | $77.1M | 5.5% | +77,340+20.7% | Added | History |
| COMPCompass, Inc. | CL A | 6,147,966 | $75.8M | 5.4% | +1,253,106+25.6% | Added | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 5,968,072 | $61.4M | 4.4% | +1,003,251+20.2% | Added | History |
| PAXPatria Investments Ltd | COM CL A | 5,344,176 | $58.7M | 4.2% | +137,929+2.6% | Added | History |
| NBBKNB Bancorp, Inc. | COM | 1,475,770 | $31.2M | 2.2% | −730,896−33.1% | Reduced | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.