In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Pertento Partners LLP reported 24 stock positions worth $972.3 million . Its top holding was US Foods (USFD) at 9.9% of the portfolio, followed by Primo Brands (PRMB, 7.2% ) and Cellebrite Di (CLBT, 6.7% ). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 15 and reduced 4. The biggest buy was a new position in Primo Brands (PRMB) and the biggest sale an exit from Gen Digital (GEN).
Location LONDON, X0
CIK 0001894571
Portfolio Value $972.3M (Q4 2024) Holdings 24 stocks · $972.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 USFD US Foods Holding Corp. 1,431,190 $96.5M Add +13.1% PRMB Primo Brands Corp. 2,284,719 $70.3M New CLBT Cellebrite Di Ltd. 2,975,374 $65.5M Add +26.7% SIMO Silicon Motion Technol-ADR 1,166,914 $63.1M Add +31.2% SN Sharkninja Inc. 583,232 $56.8M Add +28.3% FLUT Flutter Entertainment PLC-Di 217,771 $56.3M Add +64.3% MDU Mdu Resources Group Inc. 2,990,144 $53.9M Add +90.3% CRAI Cra International Inc. 275,640 $51.6M Reduce -22.4% HEES H&E Equipment Services Inc. 1,030,094 $50.4M Add +13.1% ICLR Icon PLC 239,048 $50.1M Add +46.0% SLM SLM Corp. 1,756,745 $48.5M New UHAL.B U-Haul Holding Co.-Non Voting 739,889 $47.4M New ROIV Roivant Sciences Ltd. 3,484,918 $41.2M Add +22.8% IBP Installed Building Products 233,199 $40.9M Add +18.5% PAX Patria Investments Ltd. Class A 3,308,626 $38.5M Add +8.9% NBBK NB Bancorp Inc. 1,978,903 $35.7M Reduce -16.0% BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 1,633,944 $30.1M Add +11.8% APLD Applied Digital Corp. 2,528,717 $19.3M Add +49.0% ACMR Acm Research Inc. Class A 1,185,037 $17.9M Add +22.3% HHH Howard Hughes Holdings Inc. 159,151 $12.2M Reduce -9.5% CENX Century Aluminum Company 421,401 $7.7M New CORZ Core Scientific Inc. 521,738 $7.3M Reduce -69.4% NBIS Nebius Group NV 263,422 $7.3M New INDA iShares MSCI India ETF 69,498 $3.7M Add +67.1%
Options reported separately and not counted above: LMT puts ($88.7M), SPY puts ($58.6M), SNOW puts ($39.5M), BJRI calls ($22.7M).
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ GEN Gen Digital Inc. Sold out 0.00% −9.59 GEHC GE Healthcare Technology Sold out 0.00% −4.02 CRAI Cra International Inc. Reduce -22.4% 5.31% −2.30 CORZ Core Scientific Inc. Reduce -69.4% 0.75% −1.71 NBBK NB Bancorp Inc. Reduce -16.0% 3.68% −1.67 HHH Howard Hughes Holdings Inc. Reduce -9.5% 1.26% −0.41
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ PRMB Primo Brands Corp. New 7.23% +7.23 SLM SLM Corp. New 4.98% +4.98 UHAL.B U-Haul Holding Co.-Non Voting New 4.87% +4.87 FLUT Flutter Entertainment PLC-Di Add +64.3% 5.79% +1.94 CLBT Cellebrite Di Ltd. Add +26.7% 6.74% +1.91 CENX Century Aluminum Company New 0.79% +0.79 NBIS Nebius Group NV New 0.75% +0.75 USFD US Foods Holding Corp. Add +13.1% 9.93% +0.42 MDU Mdu Resources Group Inc. Add +90.3% 5.54% +0.28 APLD Applied Digital Corp. Add +49.0% 1.99% +0.28 ROIV Roivant Sciences Ltd. Add +22.8% 4.24% +0.24 INDA iShares MSCI India ETF Add +67.1% 0.38% +0.08 SIMO Silicon Motion Technol-ADR Add +31.2% 6.49% −0.12 PAX Patria Investments Ltd. Class A Add +8.9% 3.96% −0.19 SN Sharkninja Inc. Add +28.3% 5.84% −0.20 HEES H&E Equipment Services Inc. Add +13.1% 5.19% −0.23 BEKE Ke Holdings Inc.-ADR Add +11.8% 3.10% −0.46 ACMR Acm Research Inc. Class A Add +22.3% 1.84% −0.56 ICLR Icon PLC Add +46.0% 5.16% −0.59 IBP Installed Building Products Add +18.5% 4.20% −1.72
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ LMT Lockheed Martin Corp. put New 182,600 $88.7M SPY SS SPDR S&P 500 ETF Trust-US put New 100,000 $58.6M FICO Fair Isaac Corp. put Sold out 21,000 $40.8Mbefore exit SNOW Snowflake Inc. put Add +6.2% 255,500 $39.5M BJRI Bj's Restaurants Inc. call Add +19.4% 647,500 $22.7M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024 Security Class Change vs Q3 2024 Shares / Principal Value ▼ CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 Sold out 509,369 $3.4Mbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $1.4B USFD, PRMB, IESC, PSMT, CLBT Q1 2026 15 $942.4M USFD, IESC, PRMB, CLBT, PSMT Q4 2025 17 $910.3M USFD, CLBT, SIMO, IESC, PRMB Q3 2025 15 $821.0M SIMO, USFD, CLBT, IESC, PRMB Q2 2025 18 $885.7M USFD, SIMO, PRMB, FLUT, UHAL.B Q1 2025 19 $837.4M USFD, PRMB, SIMO, SLM, UHAL.B Q4 2024 24 $972.3M USFD, PRMB, CLBT, SIMO, SN Q3 2024 21 $818.3M GEN, USFD, CRAI, SIMO, SN Q2 2024 Amended 21 $784.1M SN, GEN, SIMO, USFD, CRAI Q1 2024 Amended 19 $495.7M SN, GEN, SIMO, CRAI, USFD