Holders — by stockHoldings — by fund
Pertento Partners LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001894571
$1.86B
disclosed book value
17
positions
18.9%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INCPUT | 699,700 | $350.1M | 18.9% |
| 2 | USFDUS FOODS HLDG CORP | 2.2M | $220.1M | 11.9% |
| 3 | PRMBPRIMO BRANDS CORPORATION | 6.3M | $154.4M | 8.3% |
| 4 | IESCIES HOLDINGS INC | 168,457 | $123.8M | 6.7% |
| 5 | PSMTPRICESMART INC | 613,137 | $119.8M | 6.5% |
| 6 | CELLEBRITE DI LTD | 8.0M | $116.9M | 6.3% |
| 7 | SNDASONIDA SENIOR LIVING INC | 2.4M | $96.9M | 5.2% |
| 8 | KYIVSTAR GROUP LTD | 5.9M | $95.7M | 5.2% |
| 9 | ATROASTRONICS CORP | 993,637 | $80.7M | 4.4% |
| 10 | ON HLDG AG | 2.2M | $78.9M | 4.3% |
| 11 | NUTXNUTEX HEALTH INC | 451,310 | $77.1M | 4.2% |
| 12 | COMPCOMPASS INC | 6.1M | $75.8M | 4.1% |
| 13 | ABNBAIRBNB INCPUT | 506,500 | $72.5M | 3.9% |
| 14 | MBCMASTERBRAND INC | 6.0M | $61.4M | 3.3% |
| 15 | PATRIA INVESTMENTS LIMITED | 5.3M | $58.7M | 3.2% |
| 16 | BKLNINVESCO EXCH TRADED FD TR IIPUT | 2.0M | $41.3M | 2.2% |
| 17 | NBBKNB BANCORP INC | 1.5M | $31.2M | 1.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.