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 |
|---|---|---|---|---|---|---|---|
| NBBKNB Bancorp, Inc. | COM | 1,475,770 | $31.2M | 2.2% | −730,896−33.1% | Reduced | History |
| PAXPatria Investments Ltd | COM CL A | 5,344,176 | $58.7M | 4.2% | +137,929+2.6% | Added | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 5,968,072 | $61.4M | 4.4% | +1,003,251+20.2% | Added | History |
| COMPCompass, Inc. | CL A | 6,147,966 | $75.8M | 5.4% | +1,253,106+25.6% | Added | History |
| NUTXNutex Health Inc. | COM | 451,310 | $77.1M | 5.5% | +77,340+20.7% | Added | History |
| ONONOn Holding AG | Stock | 2,228,412 | $78.9M | 5.7% | +1,916,366+614.1% | Added | History |
| ATROAstronics Corp | COM | 993,637 | $80.7M | 5.8% | +178,304+21.9% | Added | History |
| KYIVKyivstar Group Ltd. | ORD SHS | 5,919,877 | $95.7M | 6.9% | +821,653+16.1% | Added | History |
| SNDASonida Senior Living, Inc. | COM | 2,375,656 | $96.9M | 7.0% | +2,375,656 | New | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 8,004,867 | $116.9M | 8.4% | +1,342,213+20.1% | Added | History |
| PSMTPricesmart Inc | COM | 613,137 | $119.8M | 8.6% | +88,481+16.9% | Added | History |
| IESCIES Holdings, Inc. | COM | 168,457 | $123.8M | 8.9% | −62,782−27.2% | Reduced | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 6,316,237 | $154.4M | 11.1% | +1,016,219+19.2% | Added | History |
| USFDUS Foods Holding Corp. | COM | 2,152,248 | $220.1M | 15.8% | +298,740+16.1% | Added | 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.