Pertento Partners LLP
13F filer · CIK 1894571 · London
Summary
Pertento Partners LLP reported $1.86B across 17 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are USFD (11.9%), PRMB (8.3%), IESC (6.7%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 11, trimmed 2 and sold out of 2.
Reported value$1.86B
Positions17incl. options
Report period2026 Q2
FiledAug 13, 2026
New positions1
Added11
Trimmed2
Sold out2
Top 14 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.9%Value $220.07MPrice $93.70Shares 2.15M +16.12%Since Jun 30 -8.36%
Weight 8.3%Value $154.37MPrice $19.25Shares 6.32M +19.17%Since Jun 30 -21.24%
Weight 6.7%Value $123.76MPrice $324.44Shares 168K -27.15%Since Jun 30 -55.84%
Weight 6.5%Value $119.77MPrice $170.38Shares 613K +16.86%Since Jun 30 -12.78%
Weight 6.3%Value $116.87MPrice $10.93Shares 8.00M +20.15%Since Jun 30 -25.14%
Weight 5.2%Value $96.93MPrice $37.61Shares 2.38MSince Jun 30 -7.82%
Weight 5.2%Value $95.72MPrice $12.77Shares 5.92M +16.12%Since Jun 30 -21.03%
Weight 4.4%Value $80.74MPrice $67.46Shares 994K +21.87%Since Jun 30 -16.98%
Weight 4.3%Value $78.93MPrice $29.55Shares 2.23M +614.13%Since Jun 30 -16.57%
Weight 4.2%Value $77.12MPrice $210.10Shares 451K +20.68%Since Jun 30 +22.94%
Weight 4.1%Value $75.80MPrice $9.01Shares 6.15M +25.60%Since Jun 30 -26.93%
Weight 3.3%Value $61.41MPrice $6.97Shares 5.97M +20.21%Since Jun 30 -32.26%
Weight 3.2%Value $58.68MPrice $10.06Shares 5.34M +2.65%Since Jun 30 -8.38%
Weight 1.7%Value $31.18MPrice $22.27Shares 1.48M -33.12%Since Jun 30 +5.40%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.9% | $220.07M | -8.36% | +16.12% | Add | |
| 8.3% | $154.37M | -21.24% | +19.17% | Add | |
| 6.7% | $123.76M | -55.84% | -27.15% | Trim | |
| 6.5% | $119.77M | -12.78% | +16.86% | Add | |
| 6.3% | $116.87M | -25.14% | +20.15% | Add | |
| 5.2% | $96.93M | -7.82% | — | New | |
| 5.2% | $95.72M | -21.03% | +16.12% | Add | |
| 4.4% | $80.74M | -16.98% | +21.87% | Add | |
| 4.3% | $78.93M | -16.57% | +614.13% | Add | |
| 4.2% | $77.12M | +22.94% | +20.68% | Add | |
| 4.1% | $75.80M | -26.93% | +25.60% | Add | |
| 3.3% | $61.41M | -32.26% | +20.21% | Add | |
| 3.2% | $58.68M | -8.38% | +2.65% | Add | |
| 1.7% | $31.18M | +5.40% | -33.12% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
BRK.BBERKSHIRE HATHAWAY INCPUT$350.12MAddSource: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.