Pertento Partners LLP reported 17 holdings worth US$1.86B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Pertento Partners LLP reported 17 holdings worth US$1.86B as of Jun 30, 2026. Largest: Us Foods Holding Corp., Primo Brands Corporation and Ies Holdings, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$1.86B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Us Foods Holding Corp. | 2.15M | US$220M | 11.9% |
| Primo Brands Corporation | 6.32M | US$154M | 8.3% |
| Ies Holdings, Inc. | 168K | US$124M | 6.7% |
| Pricesmart, Inc. | 613K | US$120M | 6.5% |
| Sonida Senior Living, Inc. | 2.38M | US$96.9M | 5.2% |
| Kyivstar Group Ltd. | 5.92M | US$95.7M | 5.2% |
| Astronics Corporation | 994K | US$80.7M | 4.4% |
| Nutex Health Inc. | 451K | US$77.1M | 4.2% |
| Compass, Inc. | 6.15M | US$75.8M | 4.1% |
| Masterbrand, Inc. | 5.97M | US$61.4M | 3.3% |
| Patria Investments Limited | 5.34M | US$58.7M | 3.2% |
| Nb Bancorp, Inc. | 1.48M | US$31.2M | 1.7% |