Pertento Partners LLP
CIK 1894571
13F filing for Q2 2026・No. 1,732
- Holdings
- US$1.86B
- Quarter change
- +US$488.03M
- Entries
- 17
- Net bought (estimate)
- +US$214.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 2
- Cut 2
- Added 11
- Corporate actions 0
- Unchanged 0
Largest holdings
14 stocks worth US$1.39B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| USFDUS FOODS HLDG CORPCOM | Added | 2,152,248 | US$220.07M | 15.82% |
| PRMBPRIMO BRANDS CORPORATIONCLASS A COM SHS | Added | 6,316,237 | US$154.37M | 11.09% |
| IESCIES HOLDINGS INCCOM | Cut | 168,457 | US$123.76M | 8.89% |
| PSMTPRICESMART INCCOM | Added | 613,137 | US$119.77M | 8.61% |
| CLBTCELLEBRITE DI LTDORDINARY SHARES | Added | 8,004,867 | US$116.87M | 8.40% |
| SONIDA SENIOR LIVING INCCOM | New | 2,375,656 | US$96.93M | 6.97% |
| KYIVSTAR GROUP LTDORD SHS | Added | 5,919,877 | US$95.72M | 6.88% |
| ASTRONICS CORPCOM | Added | 993,637 | US$80.74M | 5.80% |
| ONONON HLDG AGNAMEN AKT A | Added | 2,228,412 | US$78.93M | 5.67% |
| NUTEX HEALTH INCCOM | Added | 451,310 | US$77.12M | 5.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.