PP

Pertento Partners LLP

13F
Pertento Partners LLP
Last update 2025-05-14 21 Stocks (1 new)
Value $955.00 Mil Turnover 9 %
Countries:
Top Holdings: USFD(9.60%)PRMB(9.49%)SIMO(6.40%)SLM(6.33%)UHAL.B(6.09%)
Summary Stock Picks Current Portfolio
Pertento Partners LLP Top Holdings of 2025-03-31 View Full List
Ticker
USFD
PRMB
EWJ PUT
SIMO
SLM
UHAL.B
MDU
CLBT
ASML PUT
FLUT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USFD 		US Foods Holding Corp
1,401,329
91,731.0
-2.09%
9.600
-0.17%
0.610
+5.09%
+11.00%
17,323.5
Retail - Defensive
PRMB 		Primo Brands Corp
2,554,719
90,667.0
+11.82%
9.490
+1.00%
0.680
-3.92%
+3.57%
11,959.0
Beverages - Non-Alcoholic
EWJ PUT 		iShares MSCI Japan ETF
1,000,000
68,560.0
0%
7.180
0%
0.490
+2.97%
+6.45%
14,518.9
 
SIMO 		Silicon Motion Technology Corp
1,209,463
61,150.4
+3.65%
6.400
+0.23%
3.560
+4.40%
+10.08%
1,984.6
Semiconductors
SLM 		SLM Corp
2,058,429
60,456.1
+17.17%
6.330
+0.93%
0.980
+7.43%
+22.43%
7,054.3
Credit Services
UHAL.B 		U-Haul Holding Co
982,425
58,139.9
+32.78%
6.090
+1.50%
0.520
-11.94%
-8.70%
11,139.6
Business Services
MDU 		MDU Resources Group Inc
3,155,743
53,363.6
+5.54%
5.590
+0.29%
1.540
+0.82%
-6.18%
3,427.7
Conglomerates
CLBT 		Cellebrite DI Ltd
2,635,653
51,210.7
-11.42%
5.360
-0.63%
1.100
-13.31%
-19.33%
4,255.5
Software
ASML PUT 		ASML Holding NV
74,500
49,365.9
0%
5.170
0%
0.020
+2.69%
+11.59%
302,534.1
Semiconductors
FLUT 		Flutter Entertainment PLC
217,771
48,247.2
0%
5.050
0%
0.120
-16.81%
-3.82%
43,920.5
Travel & Leisure

Pertento Partners LLP's Historical Top Holdings Breakdowns

Pertento Partners LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SN 		SharkNinja Inc2025-03-31Sold Out
-4.80%
●
83.41 ($101.8) 114.44
$100.85
-0.93%
Sold Out
0
-583,232
HEES 		H&E Equipment Services Inc2025-03-31Sold Out
-4.27%
●
43.93 ($87.01) 100.57
$95.03
9.22%
Sold Out
0
-1,030,094
NTGR 		Netgear Inc2025-03-31New Buy
+4.09%
●
22.11 ($26.28) 30.91
$29.14
10.88%
New holding
1,595,652
1,595,652
BEKE 		KE Holdings Inc2025-03-31Sold Out
-2.55%
●
16.38 ($19.81) 25.09
$20.16
1.74%
Sold Out
0
-1,633,944
UHAL.B 		U-Haul Holding Co2025-03-31Add
+1.50%
●
56.94 ($62.58) 67.22
$58.43
-6.63%
Add 32.78%
982,425
242,536
HHH 		Howard Hughes Holdings Inc2025-03-31Sold Out
-1.04%
●
71.78 ($75.49) 80.6
$71.34
-5.50%
Sold Out
0
-159,151
PRMB 		Primo Brands Corp2025-03-31Add
+1.00%
●
29.89 ($32.66) 35.49
$31.77
-2.73%
Add 11.82%
2,554,719
270,000
SLM 		SLM Corp2025-03-31Add
+0.93%
●
26.95 ($29.25) 32.54
$33.66
15.09%
Add 17.17%
2,058,429
301,684
CRAI 		CRA International Inc2025-03-31Reduce
-0.80%
●
172.33 ($185.17) 210.97
$187.71
1.37%
Reduce -18.36%
225,034
-50,606
CLBT 		Cellebrite DI Ltd2025-03-31Reduce
-0.63%
●
16.78 ($21.05) 26
$17.82
-15.34%
Reduce -11.42%
2,635,653
-339,721

Pertento Partners LLP Total Holding History ($B)

To

Pertento Partners LLP's Asset Allocation

To

Pertento Partners LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pertento Partners LLP's Hypothetical Growth since 2025-03-31

Pertento Partners LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Pertento Partners LLP's Holdings Heat Map

Size field:

Pertento Partners LLP's Holdings Bubble Chart

Pertento Partners LLP News

  • 1

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