13FBOX
Pertento Partners LLP · 13F Holdings
Options Calculator Rankings

Pertento Partners LLP

No.1845
Latest AUM (Q2 2026)
$1.86B
QoQ Change Q1 2026
+$488.0M+35.7%
Holdings
17
New Buys
1
Adds
14
Reduces
2
Exits
3
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC DELBRK.B
18.87%22.22%$350.1M699,700$303.8M633,900+65,800+10.38%Add
US FOODS HLDG CORPUSFD
11.86%12.5%$220.1M2.2M$170.9M1.9M+298,740+16.12%Add
PPRIMO BRANDS CORPORATIONPRMB
8.32%7.3%$154.4M6.3M$99.8M5.3M+1.0M+19.17%Add
IES HOLDINGS INCIESC
6.67%8.06%$123.8M168,457$110.2M231,239-62,782-27.15%Reduce
PRICESMART INCPSMT
6.46%5.78%$119.8M613,137$79.0M524,656+88,481+16.86%Add
CCELLEBRITE DI LTDCLBT
6.3%6.72%$116.9M8.0M$91.8M6.7M+1.3M+20.15%Add
SSONIDA SENIOR LIVING INCSNDA
5.22%$96.9M2.4M$00+2.4MNew Buy
KKYIVSTAR GROUP LTD ORDKYIVW
5.16%3.77%$95.7M5.9M$51.6M5.1M+821,653+16.12%Add
AASTRONICS CORPATRO
4.35%3.98%$80.7M993,637$54.4M815,333+178,304+21.87%Add
OON HLDG AGONON
4.25%0.78%$78.9M2.2M$10.6M312,046+1.9M+614.13%Add
NUTEX HEALTH INCNUTX
4.16%2.6%$77.1M451,310$35.5M373,970+77,340+20.68%Add
COMPASS INCCOMP
4.09%2.62%$75.8M6.1M$35.8M4.9M+1.3M+25.60%Add
AIRBNB INC COM CL AABNB
3.91%4.05%$72.5M506,500$55.4M438,900+67,600+15.40%Add
MMASTERBRAND INCMBC
3.31%3.02%$61.4M6.0M$41.3M5.0M+1.0M+20.21%Add
PATRIA INVESTMENTS LIMITED COM CL APAX
3.16%4.8%$58.7M5.3M$65.6M5.2M+137,929+2.65%Add
IINVESCO EXCH TRADED FD TR IIBKLN
2.22%2.99%$41.3M2.0M$40.9M2.0M+20,000+1.00%Add
NB BANCORP INCNBBK
1.68%3.4%$31.2M1.5M$46.5M2.2M-730,896-33.12%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow