Filer Name: PERTENTO PARTNERS LLP
CIK: 1894571
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 28
Portfolio Value: $1.18B

Pertento Partners Llp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
USFD US US FOODS HOLDING CORP 1,431,190 $97M 8.17% 13.1% -
LMT US LOCKHEED MARTIN CORP 182,600 $89M 7.51% 100.0% Put
PRMB US PRIMO BRANDS CORP-A 2,284,719 $70M 5.95% 100.0% -
CLBT US CELLEBRITE DI LTD 2,975,374 $66M 5.55% 26.7% -
SIMO US SILICON MOTION TECHNOL-ADR 1,166,914 $63M 5.34% 31.2% -
SPY US SPDR S&P 500 ETF TRUST 100,000 $59M 4.96% 100.0% Put
SN US SHARKNINJA INC 583,232 $57M 4.80% 28.3% -
FLUT US FLUTTER ENTERTAINMENT PLC-DI 217,771 $56M 4.76% 64.3% -
MDU US MDU RESOURCES GROUP INC 2,990,144 $54M 4.56% 90.3% -
CRAI US CRA INTERNATIONAL INC 275,640 $52M 4.37% -22.4% -
HEES US H&E EQUIPMENT SERVICES INC 1,030,094 $50M 4.27% 13.1% -
ICLR US ICON PLC 239,048 $50M 4.24% 46.0% -
SLM US SLM CORP 1,756,745 $48M 4.10% 100.0% -
UHAL/B US U-HAUL HOLDING CO-NON VOTING 739,889 $47M 4.01% 100.0% -
ROIV US ROIVANT SCIENCES LTD 3,484,918 $41M 3.49% 22.8% -
IBP US INSTALLED BUILDING PRODUCTS 233,199 $41M 3.46% 18.5% -
SNOW US SNOWFLAKE INC-CLASS A 255,500 $39M 3.34% 6.2% Put
PAX US PATRIA INVESTMENTS LTD-A 3,308,626 $38M 3.26% 8.9% -
NBBK US NB BANCORP INC 1,978,903 $36M 3.02% -16.0% -
BEKE US KE HOLDINGS INC-ADR 1,633,944 $30M 2.55% 11.8% -
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