Pertento Partners LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Pertento Partners LLP reported 15 stock positions worth $821.0 million. Its top holding was Silicon Motion Technol-ADR (SIMO) at 14.9% of the portfolio, followed by US Foods (USFD, 13.3%) and Cellebrite Di (CLBT, 10.5%). Compared with Q2 2025, it opened 3 new positions, sold out of 6, added to 8 and reduced 2. The biggest buy was a new position in Enviri (NVRI) and the biggest sale an exit from U-Haul Holding Co.-Non Voting (UHAL.B).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001894571
- Portfolio Value
- $821.0M (Q3 2025)
- SEC Filing
- 0001894571-25-000007 ↗ filed Nov 13, 2025
Holdings Value
Holdings 15 stocks · $821.0M
| SIMO Silicon Motion Technol-ADR | 14.90% | 1,290,409 | $122.3M | Add +2.5% |
| USFD US Foods Holding Corp. | 13.29% | 1,424,615 | $109.2M | Add +0.8% |
| CLBT Cellebrite Di Ltd. | 10.49% | 4,648,215 | $86.1M | Add +57.8% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 8.66% | 178,768 | $71.1M | Add +12.9% |
| PRMB Primo Brands Corp. | 7.59% | 2,818,495 | $62.3M | Add +5.8% |
| PAX Patria Investments Ltd. Class A | 7.06% | 3,971,972 | $58.0M | Add +19.8% |
| NTGR Netgear Inc. | 6.67% | 1,691,607 | $54.8M | No change |
| PSMT Pricesmart Inc. | 6.15% | 416,508 | $50.5M | Add +3.6% |
| FLUT Flutter Entertainment PLC-Di | 5.35% | 172,864 | $43.9M | Reduce -21.9% |
| NVRI Enviri Corp. | 5.30% | 3,431,188 | $43.5M | New |
| NBBK NB Bancorp Inc. | 4.55% | 2,114,336 | $37.3M | No change |
| SLM SLM Corp. | 4.51% | 1,337,883 | $37.0M | Add +5.8% |
| NUTX Nutex Health Inc. | 3.40% | 270,421 | $27.9M | New |
| HUT Hut 8 Corp. | 1.70% | 401,850 | $14.0M | New |
| INDA iShares MSCI India ETF | 0.37% | 58,419 | $3.0M | Reduce -15.9% |
Options reported separately and not counted above: ADBE puts ($41.1M).
Portfolio Sells Q2 2025 → Q3 2025
| UHAL.B U-Haul Holding Co.-Non Voting | Sold out | 0.00% | −6.12 |
| MDU Mdu Resources Group Inc. | Sold out | 0.00% | −5.94 |
| IBP Installed Building Products | Sold out | 0.00% | −4.66 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −3.95 |
| ACMR Acm Research Inc. Class A | Sold out | 0.00% | −3.00 |
| FLUT Flutter Entertainment PLC-Di | Reduce -21.9% | 5.35% | −1.80 |
| CRAI Cra International Inc. | Sold out | 0.00% | −1.73 |
| INDA iShares MSCI India ETF | Reduce -15.9% | 0.37% | −0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| NVRI Enviri Corp. | New | 5.30% | +5.30 |
| CLBT Cellebrite Di Ltd. | Add +57.8% | 10.49% | +5.17 |
| SIMO Silicon Motion Technol-ADR | Add +2.5% | 14.90% | +4.22 |
| NUTX Nutex Health Inc. | New | 3.40% | +3.40 |
| IESC Ies Holdings Inc. | Add +12.9% | 8.66% | +3.36 |
| PAX Patria Investments Ltd. Class A | Add +19.8% | 7.06% | +1.80 |
| HUT Hut 8 Corp. | New | 1.70% | +1.70 |
| PSMT Pricesmart Inc. | Add +3.6% | 6.15% | +1.38 |
| USFD US Foods Holding Corp. | Add +0.8% | 13.29% | +1.00 |
| SLM SLM Corp. | Add +5.8% | 4.51% | −0.17 |
| PRMB Primo Brands Corp. | Add +5.8% | 7.59% | −1.32 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 375,000 | $231.7Mbefore exit |
| ADBE Adobe Inc. | put | New | 116,500 | $41.1M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 2024Amended | 21 | $784.1M | SN, GEN, SIMO, USFD, CRAI |
| Q1 2024Amended | 19 | $495.7M | SN, GEN, SIMO, CRAI, USFD |