Pertento Partners as of March 31, 2023
Portfolio Holdings for Pertento Partners
Pertento Partners holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endeavor Group Hldgs Cl A Com (EDR) | 9.5 | $38M | 1.6M | 23.93 | |
| Rogers Corporation (ROG) | 7.9 | $32M | 194k | 163.43 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 7.8 | $31M | 383k | 82.03 | |
| Aspen Technology | 7.0 | $28M | 123k | 228.87 | |
| Installed Bldg Prods (IBP) | 7.0 | $28M | 247k | 114.03 | |
| Nortonlifelock (GEN) | 6.6 | $27M | 1.6M | 17.16 | |
| Neogen Corporation (NEOG) | 6.6 | $27M | 1.4M | 18.52 | |
| Dlocal Class A Com (DLO) | 6.6 | $27M | 1.6M | 16.22 | |
| Service Corporation International (SCI) | 6.6 | $27M | 385k | 68.78 | |
| Patria Investments Com Cl A (PAX) | 6.4 | $26M | 1.7M | 14.80 | |
| Zillow Group Cl C Cap Stk (Z) | 5.9 | $24M | 538k | 44.47 | |
| CRA International (CRAI) | 5.7 | $23M | 213k | 107.82 | |
| Ke Hldgs Sponsored Ads (BEKE) | 5.0 | $20M | 1.1M | 18.84 | |
| Schrodinger (SDGR) | 4.6 | $19M | 704k | 26.33 | |
| Rover Group Com Cl A | 4.1 | $16M | 3.6M | 4.53 | |
| Acm Resh Com Cl A (ACMR) | 2.6 | $10M | 887k | 11.70 |
