Pertento Partners LLP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $696 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Us Foods Holding Corp. with a value of $77.8M, Cra International, Inc. with a value of $62.4M, Norton Life Lock Inc. with a value of $61.5M, Silicon Motion Technology Corp with a value of $54M, and Installed Building Products, Inc. with a value of $48.5M.

Examining the 13F form we can see an increase of $114M in the current position value, from $583M to 696M.

Pertento Partners LLP is based out at London, X0

Below you can find more details about Pertento Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $696 Million
Technology: $243 Million
Industrials: $150 Million
Healthcare: $79.8 Million
Consumer Defensive: $77.8 Million
Consumer Cyclical: $66.1 Million
Financial Services: $48 Million
Real Estate: $29.1 Million
ETFs: $2.43 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $696 Million
  • Prior Value $583 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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