Pertento Partners LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Pertento Partners LLP reported 17 stock positions worth $910.3 million. Its top holding was US Foods (USFD) at 13.9% of the portfolio, followed by Cellebrite Di (CLBT, 11.8%) and Silicon Motion Technol-ADR (SIMO, 11.7%). Compared with Q3 2025, it opened 5 new positions, sold out of 3, added to 8 and reduced 3. The biggest buy was a new position in Compass Class A (COMP) and the biggest sale an exit from Flutter Entertainment PLC-Di (FLUT).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001894571
- Portfolio Value
- $910.3M (Q4 2025)
- SEC Filing
- 0001894571-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 17 stocks · $910.3M
| USFD US Foods Holding Corp. | 13.88% | 1,677,420 | $126.3M | Add +17.8% |
| CLBT Cellebrite Di Ltd. | 11.80% | 5,959,324 | $107.4M | Add +28.2% |
| SIMO Silicon Motion Technol-ADR | 11.73% | 1,151,411 | $106.7M | Reduce -10.8% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 8.95% | 209,351 | $81.4M | Add +17.1% |
| PRMB Primo Brands Corp. | 8.14% | 4,532,036 | $74.1M | Add +60.8% |
| PAX Patria Investments Ltd. Class A | 7.83% | 4,483,299 | $71.2M | Add +12.9% |
| PSMT Pricesmart Inc. | 6.58% | 488,387 | $59.9M | Add +17.3% |
| NUTX Nutex Health Inc. | 5.87% | 324,422 | $53.4M | Add +20.0% |
| NBBK NB Bancorp Inc. | 5.10% | 2,343,776 | $46.5M | Add +10.8% |
| COMP Compass Inc. Class A | 4.84% | 4,166,293 | $44.0M | New |
| MBC Masterbrand Inc. | 4.71% | 3,879,977 | $42.8M | New |
| NVRI Enviri Corp. | 3.01% | 1,527,845 | $27.4M | Reduce -55.5% |
| NTGR Netgear Inc. | 2.61% | 970,277 | $23.8M | Reduce -42.6% |
| KYIV Kyivstar Group Ltd. | 2.58% | 1,807,110 | $23.5M | New |
| SOC Sable Offshore Corp. | 1.10% | 1,107,901 | $10.0M | New |
| IDR Idaho Strategic Resources Inc. | 0.94% | 212,791 | $8.6M | New |
| INDA iShares MSCI India ETF | 0.35% | 58,419 | $3.2M | No change |
Options reported separately and not counted above: BRK.B puts ($154.5M).
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| COMP Compass Inc. Class A | New | 4.84% | +4.84 |
| MBC Masterbrand Inc. | New | 4.71% | +4.71 |
| KYIV Kyivstar Group Ltd. | New | 2.58% | +2.58 |
| NUTX Nutex Health Inc. | Add +20.0% | 5.87% | +2.46 |
| CLBT Cellebrite Di Ltd. | Add +28.2% | 11.80% | +1.31 |
| SOC Sable Offshore Corp. | New | 1.10% | +1.10 |
| IDR Idaho Strategic Resources Inc. | New | 0.94% | +0.94 |
| PAX Patria Investments Ltd. Class A | Add +12.9% | 7.83% | +0.76 |
| USFD US Foods Holding Corp. | Add +17.8% | 13.88% | +0.58 |
| NBBK NB Bancorp Inc. | Add +10.8% | 5.10% | +0.56 |
| PRMB Primo Brands Corp. | Add +60.8% | 8.14% | +0.55 |
| PSMT Pricesmart Inc. | Add +17.3% | 6.58% | +0.43 |
| IESC Ies Holdings Inc. | Add +17.1% | 8.95% | +0.29 |
Options Activity Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | put | New | 307,400 | $154.5M |
| ADBE Adobe Inc. | put | Sold out | 116,500 | $41.1Mbefore exit |
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 |