Pertento Partners LLP Portfolio Holdings

Pertento Partners LLP

  • $722 Million
  • Q1 2025

Pertento Partners LLP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $722 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Us Foods Holding Corp. with a value of $91.7M, Silicon Motion Technology Corp with a value of $61.2M, Slm Corp with a value of $60.5M, Mdu Resources Group Inc with a value of $53.4M, and Cellebrite Di Ltd. with a value of $51.2M.

Examining the 13F form we can see an decrease of $166M in the current position value, from $888M to 722M.

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 $722 Million
Technology: $225 Million
Financial Services: $110 Million
Industrials: $92.3 Million
Consumer Defensive: $91.7 Million
Healthcare: $78.4 Million
ETFs: $72.1 Million
Consumer Cyclical: $39.2 Million
Basic Materials: $13.6 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.22B
$61.2 Million 8.46% of portfolio
1,209,463
Q1 2025 Added 3.65%
$7.97B
$60.5 Million 8.37% of portfolio
2,058,429
Q1 2025 Added 17.17%
$3.42B
$53.4 Million 7.39% of portfolio
3,155,743
Q1 2025 Added 5.54%
$3.19B
$51.2 Million 7.09% of portfolio
2,635,653
Q1 2025 Reduced 11.42%
$4.84B
$39.2 Million 5.43% of portfolio
228,774
Q1 2025 Reduced 1.9%
$7.8B
$36.6 Million 5.06% of portfolio
3,624,613
Q1 2025 Added 4.01%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $722 Million
  • Prior Value $888 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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