Pertento Partners LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Pertento Partners LLP disclosed 15 US equity positions worth $942.4m in its Q1 2026 13F filing. The largest position was USFD at 18.1% of the reported book, followed by IESC and PRMB.
What did Pertento Partners LLP own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | USFD US FOODS HLDG CORP | Consumer Defensive | 18.1% | $170.9m | 1,853,508 | – | |
| 2 | IESC IES HLDGS INC | Industrials | 11.7% | $110.2m | 231,239 | – | |
| 3 | PRMB PRIMO BRANDS CORPORATION | Consumer Defensive | 10.6% | $99.8m | 5,300,018 | – | |
| 4 | CLBT CELLEBRITE DI LTD | Technology | 9.7% | $91.8m | 6,662,654 | – | |
| 5 | PSMT PRICESMART INC | Consumer Defensive | 8.4% | $79.0m | 524,656 | – | |
| 6 | PAX PATRIA INVESTMENTS LIMITED | Financial Services | 7.0% | $65.6m | 5,206,247 | – | |
| 7 | ATRO ASTRONICS CORP | Industrials | 5.8% | $54.4m | 815,333 | – | |
| 8 | KYIVSTAR GROUP LTD | 5.5% | $51.6m | 5,098,224 | – | ||
| 9 | NBBK NB BANCORP INC | 4.9% | $46.5m | 2,206,666 | – | ||
| 10 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 4.9% | $46.3m | 412,536 | – | |
| 11 | MBC MASTERBRAND INC | Consumer Cyclical | 4.4% | $41.3m | 4,964,821 | – | |
| 12 | COMP COMPASS INC | Real Estate | 3.8% | $35.8m | 4,894,860 | – | |
| 13 | NUTX NUTEX HEALTH INC | 3.8% | $35.5m | 373,970 | – | ||
| 14 | ON HLDG AG | 1.1% | $10.6m | 312,046 | – | ||
| 15 | INDA ISHARES TR | 0.3% | $3.1m | 67,405 | – |
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.