Investor
Pertento Partners LLP
CIK 0001894571 · filed 2026-05-14 · SEC filing
13F book
$1.37B
Positions
15
2 new · 4 sold
Largest name
12.5%
Us Foods Hldg Corp
Est. mark
−$10.1M
Price effect on 13 names still held. Flow $42.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Us Foods Hldg Corp | — | 1.85M | $170.9M | 12.5% | $28.3M | Added$44.6M |
| Ies Hldgs Inc | IESC | 231.2K | $110.2M | 8.1% | $18.3M | Added$28.7M |
| Primo Brands Corp | PRMB | 5.3M | $99.8M | 7.3% | $11.2M | Added$25.7M |
| Cellebrite DI Ltd. | CLBT | 6.66M | $91.8M | 6.7% | −$25.3M | Added−$15.6M |
| Pricesmart Inc | PSMT | 524.7K | $79M | 5.8% | $13.6M | Added$19.1M |
| Patria Investments Limited | — | 5.21M | $65.6M | 4.8% | −$14.8M | Added−$5.64M |
| Astronics Corp | — | 815.3K | $54.4M | 4.0% | — | New |
| Kyivstar Group Ltd | — | 5.1M | $51.6M | 3.8% | −$5.17M | Added$28.1M |
| NB Bancorp, Inc. | NBBK | 2.21M | $46.5M | 3.4% | $2.76M | Cut$40.8K |
| Silicon Motion Technology CORP | SIMO | 412.5K | $46.3M | 3.4% | $8.08M | Cut−$60.4M |
| MasterBrand, Inc. | MBC | 4.96M | $41.3M | 3.0% | −$10.6M | Added−$1.58M |
| Compass, Inc. | COMP | 4.89M | $35.8M | 2.6% | −$13.6M | Added−$8.26M |
| Nutex Health Inc. | NUTX | 374K | $35.5M | 2.6% | −$22.6M | Added−$17.9M |
| On Hldg Ag | — | 312K | $10.6M | 0.8% | — | New |
| Ishares Tr | — | 67.4K | $3.14M | 0.2% | −$432.1K | Added−$12.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.