Pertento Partners LLP
Net buyer this quarter
$1.86B
14
+$110M
62.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 USFD | $220M | 11.86% | 1.00% | +16.1% | Q1 2024 |
 PRMB | $154M | 8.32% | 1.74% | +19.2% | Q4 2024 |
 IESC | $124M | 6.67% | 0.85% | -27.2% | Q2 2025 |
 PSMT | $120M | 6.46% | 1.99% | +16.9% | Q2 2025 |
 CLBT | $117M | 6.30% | 3.21% | +20.2% | Q3 2024 |
 SNDA | $96.9M | 5.22% | 5.01% | New | Q2 2026 |
 KYIV | $95.7M | 5.16% | 2.56% | +16.1% | Q4 2025 |
 ATRO | $80.7M | 4.35% | 2.46% | -2.7% | Q1 2026 |
 ONON | $78.9M | 4.25% | 0.75% | +614.1% | Q1 2026 |
 NUTX | $77.1M | 4.16% | 6.59% | +20.7% | Q3 2025 |
 COMP | $75.8M | 4.09% | 0.82% | +25.6% | Q4 2025 |
 MBC | $61.4M | 3.31% | 2.93% | +20.2% | Q4 2025 |
 PAX | $58.7M | 3.16% | Not reported | +2.7% | Q4 2021 |
 NBBK | $31.2M | 1.68% | 3.37% | -33.1% | Q1 2024 |
| Q1 2026 | |||||
| USFD | $171M | 12.50% | 0.84% | +10.5% | Q1 2024 |
| IESC | $110M | 8.06% | 1.16% | +10.5% | Q2 2025 |
| PRMB | $99.8M | 7.30% | 1.46% | +17.0% | Q4 2024 |
| CLBT | $91.8M | 6.72% | 2.67% | +11.8% | Q3 2024 |
| PSMT | $79M | 5.78% | 1.70% | +7.4% | Q2 2025 |
| PAX | $65.6M | 4.80% | Not reported | +16.1% | Q4 2021 |
| ATRO | $54.4M | 3.98% | 2.53% | New | Q1 2026 |
| KYIV | $51.6M | 3.77% | 2.21% | +182.1% | Q4 2025 |
| NBBK | $46.5M | 3.40% | 4.93% | -5.9% | Q1 2024 |
 SIMO | $46.3M | 3.39% | 0.31% | -64.2% | Q3 2023 |
| MBC | $41.3M | 3.02% | 3.88% | +28.0% | Q4 2025 |
| COMP | $35.8M | 2.62% | 0.66% | +17.5% | Q4 2025 |
| NUTX | $35.5M | 2.60% | 5.38% | +15.3% | Q3 2025 |
| ONON | $10.6M | 0.78% | 0.11% | New | Q1 2026 |
| Q4 2025 | |||||
| USFD | $126M | 11.87% | 0.76% | +17.8% | Q1 2024 |
| CLBT | $107M | 10.09% | 2.40% | +28.2% | Q3 2024 |
| SIMO | $107M | 10.02% | 0.86% | -10.8% | Q3 2023 |
| IESC | $81.4M | 7.65% | 1.05% | +17.1% | Q2 2025 |
| PRMB | $74.1M | 6.96% | 1.25% | +60.8% | Q4 2024 |
| PAX | $71.2M | 6.69% | Not reported | +12.9% | Q4 2021 |
| PSMT | $59.9M | 5.63% | 1.58% | +17.3% | Q2 2025 |
| NUTX | $53.4M | 5.02% | 4.58% | +20.0% | Q3 2025 |
| NBBK | $46.5M | 4.36% | 5.12% | +10.9% | Q1 2024 |
| COMP | $44M | 4.14% | 0.74% | New | Q4 2025 |
| MBC | $42.8M | 4.02% | 3.05% | New | Q4 2025 |
 NVRI | $27.4M | 2.57% | Not reported | -55.5% | Q3 2025 |
 NTGR | $23.8M | 2.24% | 3.47% | -42.6% | Q1 2025 |
| KYIV | $23.5M | 2.20% | 0.78% | New | Q4 2025 |
| SOC | $9.99M | 0.94% | 0.76% | New | Q4 2025 |
 IDR | $8.58M | 0.81% | 1.35% | New | Q4 2025 |
| Q3 2025 | |||||
| SIMO | $122M | 14.19% | 0.96% | +2.5% | Q3 2023 |
| USFD | $109M | 12.66% | 0.63% | +0.8% | Q1 2024 |
| CLBT | $86.1M | 9.99% | 1.90% | +57.8% | Q3 2024 |
| IESC | $71.1M | 8.25% | 0.90% | +12.9% | Q2 2025 |
| PRMB | $62.3M | 7.22% | 0.76% | +5.9% | Q4 2024 |
| PAX | $58M | 6.73% | Not reported | +19.8% | Q4 2021 |
| NTGR | $54.8M | 6.36% | 5.83% | Not reported | Q1 2025 |
| PSMT | $50.5M | 5.85% | 1.35% | +3.6% | Q2 2025 |
 FLUT | $43.9M | 5.09% | 0.10% | -21.9% | Q3 2024 |
| NVRI | $43.5M | 5.05% | Not reported | New | Q3 2025 |
| NBBK | $37.3M | 4.33% | 5.31% | Not reported | Q1 2024 |
 SLM | $37M | 4.30% | 0.66% | +5.8% | Q4 2024 |
| NUTX | $27.9M | 3.24% | 3.92% | New | Q3 2025 |
 HUT | $14M | 1.62% | 0.38% | New | Q3 2025 |