Pertento Partners as of Dec. 31, 2021
Portfolio Holdings for Pertento Partners
Pertento Partners holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endeavor Group Hldgs Cl A Com (EDR) | 12.7 | $27M | 775k | 34.89 | |
| Zillow Group Cl C Cap Stk (Z) | 10.7 | $23M | 360k | 63.85 | |
| Installed Bldg Prods (IBP) | 10.5 | $23M | 161k | 139.72 | |
| Spotify Technology S A SHS (SPOT) | 10.1 | $22M | 92k | 234.03 | |
| Simpson Manufacturing (SSD) | 7.4 | $16M | 114k | 139.07 | |
| Ss&c Technologies Holding (SSNC) | 7.3 | $16M | 190k | 81.98 | |
| Ke Hldgs Sponsored Ads (BEKE) | 6.9 | $15M | 730k | 20.12 | |
| Schrodinger (SDGR) | 6.7 | $14M | 408k | 34.83 | |
| Shake Shack Cl A (SHAK) | 6.4 | $14M | 190k | 72.16 | |
| Take-Two Interactive Software (TTWO) | 6.2 | $13M | 75k | 177.73 | |
| Patria Investments Com Cl A (PAX) | 5.9 | $13M | 774k | 16.20 | |
| Rover Group Com Cl A | 5.6 | $12M | 1.2M | 9.75 | |
| Valvoline Inc Common (VVV) | 3.6 | $7.7M | 207k | 37.29 |
