Pertento Partners LLP: 13F holdings
CIK 18945712026Q2
| Positions | 17 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 17 (-2 vs prior quarter) |
|---|
| Reported value | $1.9bn (+35.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| USFD US FOODS HLDG CORP | 2,152,248 | $220.1m | 11.9% |
| PRMB PRIMO BRANDS CORPORATION | 6,316,237 | $154.4m | 8.3% |
| IESC IES HOLDINGS INC | 168,457 | $123.8m | 6.7% |
| PSMT PRICESMART INC | 613,137 | $119.8m | 6.5% |
| CELLEBRITE DI LTD | 8,004,867 | $116.9m | 6.3% |
| SNDA SONIDA SENIOR LIVING INC | 2,375,656 | $96.9m | 5.2% |
| KYIVSTAR GROUP LTD | 5,919,877 | $95.7m | 5.2% |
| ATRO ASTRONICS CORP | 993,637 | $80.7m | 4.4% |
| ON HLDG AG | 2,228,412 | $78.9m | 4.3% |
| NUTEX HEALTH INC | 451,310 | $77.1m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1894571")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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