Pertento Partners as of March 31, 2022
Portfolio Holdings for Pertento Partners
Pertento Partners holds 14 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endeavor Group Hldgs Cl A Com (EDR) | 11.5 | $32M | 1.1M | 29.52 | |
| Nortonlifelock (GEN) | 10.0 | $28M | 1.1M | 26.52 | |
| Zillow Group Cl C Cap Stk (Z) | 9.9 | $28M | 564k | 49.29 | |
| Patria Investments Com Cl A (PAX) | 7.6 | $21M | 1.2M | 17.81 | |
| Installed Bldg Prods (IBP) | 7.4 | $21M | 248k | 84.49 | |
| Schrodinger (SDGR) | 7.2 | $20M | 594k | 34.12 | |
| Simpson Manufacturing (SSD) | 7.2 | $20M | 185k | 109.04 | |
| Ss&c Technologies Holding (SSNC) | 7.1 | $20M | 266k | 75.02 | |
| Take-Two Interactive Software (TTWO) | 6.9 | $20M | 127k | 153.74 | |
| Shake Shack Cl A (SHAK) | 6.8 | $19M | 284k | 67.90 | |
| Rover Group Com Cl A | 5.9 | $17M | 2.9M | 5.77 | |
| Aspen Technology | 5.6 | $16M | 95k | 165.37 | |
| Ke Hldgs Sponsored Ads (BEKE) | 4.0 | $11M | 922k | 12.37 | |
| Valvoline Inc Common (VVV) | 2.8 | $8.0M | 252k | 31.56 |
