account_balance
Investment manager · 13F filer · SEC CIK 1894571
Pertento Partners LLP
Reported value$1.39Bas of Jun 30, 2026
Positions14 1 new, 2 sold out
Top 10 weight83.7%USFD alone is 16%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
USFDUS Foods HLDG Corp
15.8%Added +16%
PRMBPrimo Brands Corporation
11.1%Added +19%
IESCIes Holdings Inc
8.9%Trimmed −27%
PSMTPricesmart Inc
8.6%Added +17%
CLBTCellebrite Di Ltd
8.4%Added +20%
SNDASonida Senior Living Inc
7.0%New
KYIVKyivstar Group Ltd
6.9%Added +16%
ATROAstronics Corp
5.8%Added +22%
ONONOn HLDG AG
5.7%Added +614%
NUTXNutex Health Inc
5.5%Added +21%
COMPCompass Inc
5.4%Added +26%
MBCMasterbrand Inc
4.4%Added +20%
USFDUS Foods HLDG Corp
15.8%Added +16%
PRMBPrimo Brands Corporation
11.1%Added +19%
IESCIes Holdings Inc
8.9%Trimmed −27%
PSMTPricesmart Inc
8.6%Added +17%
CLBTCellebrite Di Ltd
8.4%Added +20%
SNDA7.0%KYIV6.9%ATRO5.8%ONON5.7%NUTX5.5%COMP5.4%MBC4.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
USFD US Foods HLDG Corp 15.8% Added +16%PRMB Primo Brands Corporation 11.1% Added +19%IESC Ies Holdings Inc 8.9% Trimmed −27%PSMT Pricesmart Inc 8.6% Added +17%CLBT Cellebrite Di Ltd 8.4% Added +20%SNDA Sonida Senior Living Inc 7.0% NewKYIV Kyivstar Group Ltd 6.9% Added +16%ATRO Astronics Corp 5.8% Added +22%ONON On HLDG AG 5.7% Added +614%NUTX Nutex Health Inc 5.5% Added +21%COMP Compass Inc 5.4% Added +26%MBC Masterbrand Inc 4.4% Added +20%
What changed