Pertento Partners LLP Incresed Positions in Q3 2024

Pertento Partners LLP

Stock	Shares change	Price Range	Shares Held
MDU Mdu Resources Group Inc Industrials	522K + 49.75%	$24.1 - $27.68 $12.6M - $14.4M	1.57M $43.1M
USFD Us Foods Holding Corp. Consumer Defensive	49.3K + 4.05%	$50.06 - $62.82 $2.47M - $3.1M	1.27M $77.8M
APLD Applied Blockchain, Inc. Financial Services	1.03M + 155.53%	$3.15 - $8.29 $3.25M - $8.56M	1.7M $14M
IBP Installed Building Products, Inc. Consumer Cyclical	7.14K + 3.76%	$198.8 - $270.35 $1.42M - $1.93M	197K $48.5M
HEES H&E Equipment Services, Inc. Industrials	17.9K + 2.0%	$42.22 - $54.23 $754K - $968K	911K $44.3M
ROIV Roivant Sciences Ltd. Healthcare	185K + 6.99%	$10.17 - $12.5 $1.89M - $2.32M	2.84M $32.8M
ICLR Icon PLC Healthcare	8.54K + 5.5%	$280.48 - $346.2 $2.4M - $2.96M	164K $47.1M
SIMO Silicon Motion Technology Corp Technology	50.1K + 5.97%	$54.94 - $83.76 $2.75M - $4.2M	889K $54M

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