Pertento Partners LLP
Top Portfolio Positions
16 positions ·
$1,019,349,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
1,853,508 | $170,911,972 | 16.77% | |
| IESC |
IES Holdings, Inc.
Industrials
|
231,239 | $110,178,446 | 10.81% | |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
5,300,018 | $99,799,338 | 9.79% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
6,662,654 | $91,811,372 | 9.01% | |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
524,656 | $78,960,728 | 7.75% | |
| PAX |
Patria Investments Ltd
Financial Services
|
5,206,247 | $65,598,712 | 6.44% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
438,900 | $55,424,292 | 5.44% | |
| ATRO |
Astronics Corp
Industrials
|
815,333 | $54,407,171 | 5.34% | |
| KYIV |
Kyivstar Group Ltd.
Communication Services
|
5,098,224 | $51,594,026 | 5.06% | |
| NBBK |
NB Bancorp, Inc.
Financial Services
|
2,206,666 | $46,494,452 | 4.56% |
Portfolio Trend
18 quarters · across all stocks
Holdings in NUTX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,542,108 | 373,970 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $53,406,349 | 324,422 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $27,939,897 | 270,421 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||