StockDriftsStockDriftsTop 14 Pertento Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFD | US FOODS HLDG CORP | 15.82% | 2.15M | $220.1M | +16.12%(+298.74K) | $64.53(+68.79%) | 2026-06-30 | |
| PRMB | PRIMO BRANDS CORPORATION | 11.09% | 6.32M | $154.4M | +19.17%(+1.02M) | $23.55(+4.90%) | 2026-06-30 | |
| IESC | IES HOLDINGS INC | 8.89% | 168.5K | $123.8M | -27.15%(-62.78K) | $282.10(+168.06%) | 2026-06-30 | |
| PSMT | PRICESMART INC | 8.61% | 613.1K | $119.8M | +16.86%(+88.48K) | $112.48(+60.23%) | 2026-06-30 | |
| CLBT | CELLEBRITE DI LTD | 8.4% | 8.00M | $116.9M | +20.15%(+1.34M) | $16.17(-31.12%) | 2026-06-30 | |
| SNDA | SONIDA SENIOR LIVING INC | 6.97% | 2.38M | $96.9M | new | $36.02(+8.67%) | 2026-06-30 | |
| KYIV | KYIVSTAR GROUP LTD | 6.88% | 5.92M | $95.7M | +16.12%(+821.65K) | $12.08(+9.60%) | 2026-06-30 | |
| ATRO | ASTRONICS CORP | 5.8% | 993.6K | $80.7M | +1.56%(+15.24K) | $60.66(+54.06%) | 2026-06-30 | |
| ONON | ON HLDG AG | 5.67% | 2.23M | $78.9M | +614.13%(+1.92M) | $34.57(-6.81%) | 2026-06-30 | |
| NUTX | NUTEX HEALTH INC | 5.54% | 451.3K | $77.1M | +20.68%(+77.34K) | $120.97(+54.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.75% | +94.13% | — | — | +47.71% |
| Top 20 Holdings Unweighted | +32.37% | +131.93% | — | — | +104.19% |
Pertento Partners LLP reports $1.86B in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are USFD (15.8%), PRMB (11.1%) and IESC (8.9%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +94.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pertento Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1894571). View Pertento Partners LLP’s 13F filings on SEC