Pertento Partners LLP Portfolio Holdings

Pertento Partners LLP

$888 Million
Q4 2024

Pertento Partners LLP has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $888 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Us Foods Holding Corp. with a value of $96.5M, Cellebrite Di Ltd. with a value of $65.5M, Silicon Motion Technology Corp with a value of $63.1M, Mdu Resources Group Inc with a value of $53.9M, and Cra International, Inc. with a value of $51.6M.

Examining the 13F form we can see an increase of $192M in the current position value, from $696M to 888M.

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 $888 Million

Industrials: $245 Million

Technology: $186 Million

Financial Services: $106 Million

Consumer Defensive: $96.5 Million

Healthcare: $91.4 Million

Consumer Cyclical: $63.6 Million

ETFs: $62.3 Million

Real Estate: $30.2 Million

Other: $7.68 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
INDA Ishares Msci India Index Fund ETFs	$0	$3.66 Million 0.41% of portfolio	69,498	Q4 2024 Added 67.13%

Summary

Portfolio
No. of Stocks 28
Current Value $888 Million
Prior Value $696 Million
Filing
Period Q4 2024
Filing Date February 12, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 5 stocks
Additional Purchases 15 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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Pertento Partners LLP Portfolio Holdings