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Pertento Partners LLP

Portfolio Manager
Pertento Partners LLP
Performance
+0.48% (2025 Q4)
AUM (13F)
$1.37B
# of Holdings
15
Performance Rank
Allocation (Top 20)
100%

Pertento Partners LLP Holdings Map

Top 15 Pertento Partners LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFD
US FOODS HLDG CORP
18.14%1.85M$170.9M
+10.50%(+176.09K)
2025-Q1: 1.40M shares2025-Q2: 1.41M shares2025-Q3: 1.42M shares2025-Q4: 1.68M shares2026-Q1: 1.85M shares
$59.36(+41.44%)
2026-03-31
IESC
IES HLDGS INC
11.69%231.2K$110.2M
+10.46%(+21.89K)
2025-Q1: 0 shares2025-Q2: 158.4K shares2025-Q3: 178.8K shares2025-Q4: 209.4K shares2026-Q1: 231.2K shares
$282.10(+147.15%)
2026-03-31
PRMB
PRIMO BRANDS CORPORATION
10.59%5.30M$99.8M
+16.95%(+767.98K)
2025-Q1: 2.55M shares2025-Q2: 2.66M shares2025-Q3: 2.82M shares2025-Q4: 4.53M shares2026-Q1: 5.30M shares
$23.95(-2.83%)
2026-03-31
CLBT
CELLEBRITE DI LTD
9.74%6.66M$91.8M
+11.80%(+703.33K)
2025-Q1: 2.64M shares2025-Q2: 2.95M shares2025-Q3: 4.65M shares2025-Q4: 5.96M shares2026-Q1: 6.66M shares
$16.63(-21.09%)
2026-03-31
PSMT
PRICESMART INC
8.38%524.7K$79.0M
+7.43%(+36.27K)
2025-Q1: 0 shares2025-Q2: 402.0K shares2025-Q3: 416.5K shares2025-Q4: 488.4K shares2026-Q1: 524.7K shares
$102.48(+55.87%)
2026-03-31
PAX
PATRIA INVESTMENTS LIMITED
6.96%5.21M$65.6M
+16.13%(+722.95K)
2025-Q1: 3.31M shares2025-Q2: 3.32M shares2025-Q3: 3.97M shares2025-Q4: 4.48M shares2026-Q1: 5.21M shares
$14.66(-21.17%)
2026-03-31
ATRO
ASTRONICS CORP
5.77%815.3K$54.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 815.3K shares
$60.49(+36.74%)
2026-03-31
KYIV
KYIVSTAR GROUP LTD
5.47%5.10M$51.6M
+182.12%(+3.29M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.81M shares2026-Q1: 5.10M shares
$11.97(+14.52%)
2026-03-31
NBBK
NB BANCORP INC
4.93%2.21M$46.5M
-5.85%(-137.11K)
2025-Q1: 1.98M shares2025-Q2: 2.11M shares2025-Q3: 2.11M shares2025-Q4: 2.34M shares2026-Q1: 2.21M shares
$14.64(+34.06%)
2026-03-31
SIMO
SILICON MOTION TECHNOLOGY CO
4.92%412.5K$46.3M
-64.17%(-738.88K)
2025-Q1: 1.21M shares2025-Q2: 1.26M shares2025-Q3: 1.29M shares2025-Q4: 1.15M shares2026-Q1: 412.5K shares
$62.86(+319.72%)
2026-03-31

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