Pertento Partners LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Pertento Partners LLP disclosed 15 US equity positions worth $821.0m in its Q3 2025 13F filing. The largest position was SIMO at 14.9% of the reported book, followed by USFD and CLBT. Against the Q2 2025 filing, it opened 3 new positions, added to 8 and reduced 2 among the top 15 holdings.
What did Pertento Partners LLP own in Q3 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 14.9% | $122.3m | 1,290,409 | 2% | added |
| 2 | USFD US FOODS HLDG CORP | Consumer Defensive | 13.3% | $109.2m | 1,424,615 | 1% | added |
| 3 | CLBT CELLEBRITE DI LTD | Technology | 10.5% | $86.1m | 4,648,215 | 58% | added |
| 4 | IESC IES HLDGS INC | Industrials | 8.7% | $71.1m | 178,768 | 13% | added |
| 5 | PRMB PRIMO BRANDS CORPORATION | Consumer Defensive | 7.6% | $62.3m | 2,818,495 | 6% | added |
| 6 | PAX PATRIA INVESTMENTS LIMITED | Financial Services | 7.1% | $58.0m | 3,971,972 | 20% | added |
| 7 | NTGR NETGEAR INC | Technology | 6.7% | $54.8m | 1,691,607 | 0% | held |
| 8 | PSMT PRICESMART INC | Consumer Defensive | 6.1% | $50.5m | 416,508 | 4% | added |
| 9 | FLUTTER ENTMT PLC | 5.3% | $43.9m | 172,864 | -22% | reduced | |
| 10 | NVRI ENVIRI CORP | Industrials | 5.3% | $43.5m | 3,431,188 | – | new |
| 11 | NBBK NB BANCORP INC | 4.5% | $37.3m | 2,114,336 | 0% | held | |
| 12 | SLM SLM CORP | Financial Services | 4.5% | $37.0m | 1,337,883 | 6% | added |
| 13 | NUTX NUTEX HEALTH INC | 3.4% | $27.9m | 270,421 | – | new | |
| 14 | HUT HUT 8 CORP | Financial Services | 1.7% | $14.0m | 401,850 | – | new |
| 15 | INDA ISHARES TR | 0.4% | $3.0m | 58,419 | -16% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.