Pertento Partners LLP — 13F holdings

Pertento Partners LLP reported 17 holdings worth $1.86B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. BRK.B BERKSHIRE HATHAWAY INC DEL — $350M (18.9%)
  2. USFD US FOODS HLDG CORP — $220M (11.9%)
  3. PRMB PRIMO BRANDS CORPORATION — $154M (8.3%)
  4. IESC IES HLDGS INC — $124M (6.7%)
  5. PSMT PRICESMART INC — $120M (6.5%)
  6. CLBT CELLEBRITE DI LTD — $117M (6.3%)
  7. SNDA SONIDA SENIOR LIVING INC — $96.9M (5.2%)
  8. KYIV Kyivstar Group Ltd — $95.7M (5.2%)
  9. ATRO ASTRONICS CORP — $80.7M (4.4%)
  10. ONON ON HLDG AG — $78.9M (4.3%)