§ 13F · FUND PROFILE
Pertento Partners LLP.
AUM · $1.9B (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$97M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC | 700K | $350M | 18.9% | +10% |
| 2 | USFD | US FOODS HLDG CORP | 2.15M | $220M | 11.9% | +16% |
| 3 | PRMB | PRIMO BRANDS CORPORATION | 6.32M | $154M | 8.3% | +19% |
| 4 | IESC | IES HOLDINGS INC | 168K | $124M | 6.7% | −27% |
| 5 | PSMT | PRICESMART INC | 613K | $120M | 6.5% | +17% |
| 6 | CLBT | CELLEBRITE DI LTD | 8.00M | $117M | 6.3% | +20% |
| 7 | SNDA | SONIDA SENIOR LIVING INC | 2.38M | $97M | 5.2% | NEW |
| 8 | KYIV | KYIVSTAR GROUP LTD | 5.92M | $96M | 5.2% | +16% |
| 9 | ATRO | ASTRONICS CORP | 994K | $81M | 4.4% | +22% |
| 10 | ONON | ON HLDG AG | 2.23M | $79M | 4.3% | +614% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERTENTO SIGNAL
AC read
Pertento Partners LLP is a Other fund managing $1.9 billion in assets. The fund runs a focused portfolio of just 17 positions.
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