Pertento Partners LLP Top Holdings and 13F Report (2025) About Pertento Partners LLPInvestment ActivityPertento Partners LLP has $1.18 billion in total holdings as of December 31, 2024.Pertento Partners LLP owns shares of 28 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 41.26% of the portfolio was purchased this quarter.About 16.52% of the portfolio was sold this quarter.This quarter, Pertento Partners LLP has purchased 25 new stocks and bought additional shares in 17 stocks.Pertento Partners LLP sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings US Foods $96,548,077Lockheed Martin $88,732,644PRIMO BRANDS CORPORATION $70,300,804Cellebrite DI $65,547,489Silicon Motion Technology $63,071,702 Largest New Holdings this Quarter Lockheed Martin $88,732,644 HoldingPRIMO BRANDS CORPORATION $70,300,804 HoldingSPDR S&P 500 ETF Trust $58,608,000 HoldingSLM $48,451,027 HoldingU HAUL HOLDING COMPANY $47,389,890 Holding Largest Purchases this Quarter Lockheed Martin 182,600 shares (about $88.73M)PRIMO BRANDS CORPORATION 2,284,719 shares (about $70.30M)SPDR S&P 500 ETF Trust 100,000 shares (about $58.61M)SLM 1,756,745 shares (about $48.45M)U HAUL HOLDING COMPANY 739,889 shares (about $47.39M) Largest Sales this Quarter CORE SCIENTIFIC INC NEW 1,181,464 shares (about $16.60M)CRA International 79,436 shares (about $14.87M)NB BANCORP INC 376,840 shares (about $6.81M)HOWARD HUGHES HOLDINGS INC 16,733 shares (about $1.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPertento Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFDUS Foods$96,548,077$11,199,439 ▲13.1%1,431,1908.2%Consumer StaplesLMTLockheed Martin$88,732,644$88,732,644 ▲New Holding182,6007.5%AerospacePRIMO BRANDS CORPORATION$70,300,804$70,300,804 ▲New Holding2,284,7195.9%CLASS A COM SHSCLBTCellebrite DI$65,547,489$13,798,997 ▲26.7%2,975,3745.5%Business ServicesSIMOSilicon Motion Technology$63,071,702$14,996,821 ▲31.2%1,166,9145.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$58,608,000$58,608,000 ▲New Holding100,0005.0%FinanceSNSharkNinja$56,783,468$12,529,843 ▲28.3%583,2324.8%Retail/WholesaleFLUTTER ENTMT PLC$56,282,915$22,021,749 ▲64.3%217,7714.8%SHSMDUMDU Resources Group$53,882,395$25,572,506 ▲90.3%2,990,1444.6%UtilitiesCRAICRA International$51,599,808$14,870,419 ▼-22.4%275,6404.4%Business ServicesHEESH&E Equipment Services$50,433,402$5,833,633 ▲13.1%1,030,0944.3%Industrial ProductsICLRICON Public$50,130,756$15,795,567 ▲46.0%239,0484.2%MedicalSLMSLM$48,451,027$48,451,027 ▲New Holding1,756,7454.1%FinanceU HAUL HOLDING COMPANY$47,389,890$47,389,890 ▲New Holding739,8894.0%COM SER NROIVRoivant Sciences$41,226,580$7,652,413 ▲22.8%3,484,9183.5%MedicalIBPInstalled Building Products$40,868,125$6,378,224 ▲18.5%233,1993.5%ConstructionSNOWSnowflake$39,451,755$2,316,150 ▲6.2%255,5003.3%Computer and TechnologyPAXPatria Investments$38,479,320$3,140,972 ▲8.9%3,308,6263.3%FinanceNB BANCORP INC$35,738,988$6,805,730 ▼-16.0%1,978,9033.0%COMBEKEKE$30,097,248$3,172,698 ▲11.8%1,633,9442.5%Computer and TechnologyBJRIBJ's Restaurants$22,749,913$3,689,175 ▲19.4%647,5001.9%Retail/WholesaleAPLDApplied Digital$19,319,398$6,354,226 ▲49.0%2,528,7171.6%FinanceACMRACM Research$17,894,059$3,257,734 ▲22.3%1,185,0371.5%Computer and TechnologyHOWARD HUGHES HOLDINGS INC$12,241,895$1,287,102 ▼-9.5%159,1511.0%COMCENXCentury Aluminum$7,677,926$7,677,926 ▲New Holding421,4010.6%Industrial ProductsCORE SCIENTIFIC INC NEW$7,330,419$16,599,569 ▼-69.4%521,7380.6%COMYNDXYandex$7,296,789$7,296,789 ▲New Holding263,4220.6%Computer and TechnologyINDAiShares MSCI India ETF$3,658,375$1,469,498 ▲67.1%69,4980.3%ETFGENGenesis Healthcare$0$78,463,213 ▼-100.0%00.0%Business ServicesFICOFair Isaac$0$40,813,920 ▼-100.0%00.0%Computer and TechnologyGEHCGE HealthCare Technologies$0$32,919,295 ▼-100.0%00.0%MedicalCORE SCIENTIFIC INC NEW$0$3,422,960 ▼-100.0%00.0%*W EXP 01/23/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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