Pertento Partners
Pertento Partners reported 14 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are USFD (15.8%), PRMB (11.1%) and IESC (8.9%). Compared with Q1 2026, the fund opened new positions in SNDA, added to USFD, PRMB and PSMT, trimmed IESC and NBBK and sold out of SIMO and INDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  USFD US Foods Hldg Corp | $220M | 15.8% | 2.2M | +299K (+16%) | 8 of 8 | |
| 2 |  PRMB Primo Brands Corporation | $154M | 11.1% | 6.3M | +1M (+19%) | 7 of 8 | |
| 3 |  IESC Ies Hldgs Inc | $124M | 8.9% | 168K | −63K (−27%) | 5 of 8 | |
| 4 |  PSMT Pricesmart Inc | $120M | 8.6% | 613K | +88K (+17%) | 5 of 8 | |
| 5 |  CLBT Cellebrite DI Ltd | $117M | 8.4% | 8M | +1.3M (+20%) | 8 of 8 | |
| 6 |  SNDA Sonida Senior Living Inc | $96.9M | 7.0% | 2.4M | New position | 1 of 8 | |
| 7 |  KYIV Kyivstar Group Ltd | $95.7M | 6.9% | 5.9M | +822K (+16%) | 3 of 8 | |
| 8 |  ATRO Astronics Corp | $80.7M | 5.8% | 994K | +178K (+22%) | 2 of 8 | |
| 9 |  ONON ON Holding | $78.9M | 5.7% | 2.2M | +1.9M (+614%) | 2 of 8 | |
| 10 |  NUTX Nutex Health Inc | $77.1M | 5.5% | 451K | +77K (+21%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pertento Partners 13F FAQ
What does Pertento Partners own?
Pertento Partners reported 14 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are USFD (15.8%), PRMB (11.1%) and IESC (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Pertento Partners buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 11 added to, 2 trimmed and 2 sold out. New positions include SNDA. It sold all of SIMO and INDA.
When will Pertento Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pertento Partners's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks ($1.9B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.