Titelia

Holdings of Pertento Partners LLP

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Net assets
-
Positions
11 in 2 countries
Top ten
99.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1US Foods Holding Corp 1,853,508170.9M $
2IES Holdings Inc 231,239110.2M $
3Primo Brands Corp 5,300,01899.8M $
4PriceSmart Inc 524,65679M $
5Astronics Corp 815,33354.4M $
6NB Bancorp Inc 2,206,66646.5M $
7Silicon Motion Technology Corp 412,53646.3M $
8Masterbrand Inc 4,964,82141.3M $
9Compass Inc 4,894,86035.8M $
10Nutex Health Inc 373,97035.5M $
11iShares Trust 67,4053.1M $

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Sector breakdown

  • Consumer staples 23.6 %
  • Funds 0.4 %
  • Unattributed 75.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 93.6 %
  • Cayman Islands 6.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States10676.5M $93.59 %
2Cayman Islands146.3M $6.41 %
Cite this page

Titelia. "Holdings of Pertento Partners LLP". https://titelia.com/en/funds/US13F1894571