Pertento Partners LLP
CIK: 0001894571SEC EDGAR →
Portfolio Value
$1.1B
Holdings
18
As of
Q4 2025
New Positions
16
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BRK/BPut BERKSHIRE HATHAWAY INC | 307,400 | $154.5M | 14.51% |
| 2 | US FOODS HLDG CORP | 1,677,420 | $126.3M | 11.87% |
| 3 | CELLEBRITE DI LTD | 5,959,324 | $107.4M | 10.09% |
| 4 | SILICON MOTION TECHNOLOGY CO | 1,151,411 | $106.7M | 10.02% |
| 5 | IES HLDGS INC | 209,351 | $81.4M | 7.65% |
| 6 | PRIMO BRANDS CORPORATION | 4,532,036 | $74.1M | 6.96% |
| 7 | PATRIA INVESTMENTS LIMITED | 4,483,299 | $71.2M | 6.69% |
| 8 | PRICESMART INC | 488,387 | $59.9M | 5.63% |
| 9 | NUTEX HEALTH INC | 324,422 | $53.4M | 5.02% |
| 10 | NB BANCORP INC | 2,343,776 | $46.5M | 4.36% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $282.0M | 26.5% |
| Consumer Defensive | 3 | $260.4M | 24.5% |
| Unknown | 1 | $154.5M | 14.5% |
| Financial Services | 3 | $120.8M | 11.3% |
| Industrials | 2 | $108.8M | 10.2% |
| Healthcare | 1 | $53.4M | 5.0% |
| Consumer Cyclical | 1 | $42.8M | 4.0% |
| Communication Services | 1 | $23.5M | 2.2% |
| Energy | 1 | $10.0M | 0.9% |
| Basic Materials | 1 | $8.6M | 0.8% |