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Pertento Partners LLP Top Holdings and 13F Report (2026)

About Pertento Partners LLP

Investment Activity

  • Pertento Partners LLP has $1.86 billion in total holdings as of June 30, 2026.
  • Pertento Partners LLP owns shares of 17 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 19.85% of the portfolio was purchased this quarter.
  • About 7.31% of the portfolio was sold this quarter.
  • This quarter, Pertento Partners LLP has purchased 19 new stocks and bought additional shares in 14 stocks.
  • Pertento Partners LLP sold shares of 2 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$350,122,883
US Foods
$220,067,358
PRIMO BRANDS CORPORATION
$154,368,832
IES
$123,758,620
PriceSmart
$119,770,182

Largest New Holdings this Quarter

140475203 - SONIDA SENIOR LIVING INC
$96,926,765 Holding

Largest Purchases this Quarter

SONIDA SENIOR LIVING INC
2,375,656 shares (about $96.93M)
ON
1,916,366 shares (about $67.88M)
Berkshire Hathaway
65,800 shares (about $32.93M)
US Foods
298,740 shares (about $30.55M)
PRIMO BRANDS CORPORATION
1,016,219 shares (about $24.84M)

Largest Sales this Quarter

IES
62,782 shares (about $46.12M)
NB BANCORP INC
730,896 shares (about $15.44M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPertento Partners LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$350,122,883$32,925,662 â–²10.4%699,70018.9%Finance
US Foods Holding Corp. stock logo
USFD
US Foods
$220,067,358$30,546,165 â–²16.1%2,152,24811.9%Consumer Staples
PRIMO BRANDS CORPORATION
$154,368,832$24,836,392 â–²19.2%6,316,2378.3%CLASS A COM SHS
IES Holdings, Inc. stock logo
IESC
IES
$123,758,620$46,123,424 â–¼-27.2%168,4576.7%Industrials
PriceSmart, Inc. stock logo
PSMT
PriceSmart
$119,770,182$17,283,879 â–²16.9%613,1376.5%Consumer Staples
Cellebrite DI Ltd. stock logo
CLBT
Cellebrite DI
$116,871,058$19,596,310 â–²20.1%8,004,8676.3%Technology
SONIDA SENIOR LIVING INC
$96,926,765$96,926,765 â–²New Holding2,375,6565.2%COM
KYIVSTAR GROUP LTD
$95,724,411$13,286,129 â–²16.1%5,919,8775.2%ORD SHS
Astronics Corporation stock logo
ATRO
Astronics
$80,742,943$14,488,983 â–²21.9%993,6374.4%Industrials
On Holding AG stock logo
ONON
ON
$78,930,353$67,877,684 â–²614.1%2,228,4124.3%Consumer Discretionary
NUTEX HEALTH INC
$77,124,366$13,216,633 â–²20.7%451,3104.2%COM
Compass, Inc. stock logo
COMP
Compass
$75,804,421$15,450,797 â–²25.6%6,147,9664.1%Real Estate
Airbnb, Inc. stock logo
ABNB
Airbnb
$72,480,150$9,673,560 â–²15.4%506,5003.9%Consumer Discretionary
MasterBrand, Inc. stock logo
MBC
MasterBrand
$61,411,461$10,323,453 â–²20.2%5,968,0723.3%Industrials
Patria Investments Limited stock logo
PAX
Patria Investments
$58,679,052$1,514,460 â–²2.6%5,344,1763.2%Finance
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$41,263,509$407,400 â–²1.0%2,025,7002.2%ETF
NB BANCORP INC
$31,183,020$15,443,832 â–¼-33.1%1,475,7701.7%COM
Silicon Motion Technology Corporation stock logo
SIMO
Silicon Motion Technology
$0$46,323,667 â–¼-100.0%00.0%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$24,647,886 â–¼-100.0%00.0%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$0$3,144,718 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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