Pertento Partners LLP
Top Portfolio Positions
17 positions ·
$1,366,299,308 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
633,900 | $303,764,880 | 22.23% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
1,853,508 | $170,911,972 | 12.51% | |
| IESC |
IES Holdings, Inc.
Industrials
|
231,239 | $110,178,446 | 8.06% | |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
5,300,018 | $99,799,338 | 7.30% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
6,662,654 | $91,811,372 | 6.72% | |
| NBBK |
NB Bancorp, Inc.
Financial Services
|
4,256,280 | $89,679,818 | 6.56% | |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
524,656 | $78,960,728 | 5.78% | |
| PAX |
Patria Investments Ltd
Financial Services
|
5,206,247 | $65,598,712 | 4.80% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
438,900 | $55,424,292 | 4.06% | |
| ATRO |
Astronics Corp
Industrials
|
815,333 | $54,407,171 | 3.98% |
Portfolio Trend
18 quarters · across all stocks
Holdings in IESC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,178,446 | 231,239 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $81,441,726 | 209,351 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $71,087,095 | 178,768 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,916,314 | 158,378 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||