Pertento Partners Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.37B
Q ending 2026-03-31
Prior quarter
$1.06B
Q ending 2025-12-31
Change
+28.4% QoQ · +43.1% YoY
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc | BRK/B | Put | $303.8M | 634K |
| Us Foods Hldg Corp | USFD | Shares | $170.9M | 1.9M |
| Ies Hldgs Inc | IESC | Shares | $110.2M | 231K |
| Primo Brands Corporation | PRMB | Shares | $99.8M | 5.3M |
| Cellebrite Di Ltd | Shares | $91.8M | 6.7M | |
| Pricesmart Inc | PSMT | Shares | $79.0M | 525K |
| Patria Investments Limited | Shares | $65.6M | 5.2M | |
| Airbnb Inc | ABNB | Put | $55.4M | 439K |
| Astronics Corp | ATRO | Shares | $54.4M | 815K |
| Kyivstar Group Ltd | Shares | $51.6M | 5.1M | |
| Nb Bancorp Inc | NBBK | Shares | $46.5M | 2.2M |
| Silicon Motion Technology Co | SIMO | Shares | $46.3M | 413K |
| Masterbrand Inc | MBC | Shares | $41.3M | 5.0M |
| Invesco Exch Traded Fd Tr Ii | BKLN | Put | $40.9M | 2.0M |
| Compass Inc | COMP | Shares | $35.8M | 4.9M |
| Nutex Health Inc | NUTX | Shares | $35.5M | 374K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $24.6M | 38K |
| On Hldg Ag | Shares | $10.6M | 312K | |
| Ishares Tr | INDA | Shares | $3.1M | 67K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.