Pertento Partners as of Dec. 31, 2025
Portfolio Holdings for Pertento Partners
Pertento Partners holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Cl B New Put Option (BRK.B) | 14.5 | $155M | 307k | 502.65 | |
| Us Foods Hldg Corp call (USFD) | 11.9 | $126M | 1.7M | 75.32 | |
| Cellebrite Di Ordinary Shares (CLBT) | 10.1 | $107M | 6.0M | 18.03 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 10.0 | $107M | 1.2M | 92.70 | |
| Ies Hldgs (IESC) | 7.6 | $81M | 209k | 389.02 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 7.0 | $74M | 4.5M | 16.35 | |
| Patria Investments Com Cl A (PAX) | 6.7 | $71M | 4.5M | 15.89 | |
| PriceSmart (PSMT) | 5.6 | $60M | 488k | 122.67 | |
| Nutex Health (NUTX) | 5.0 | $53M | 324k | 164.62 | |
| Nb Bancorp (NBBK) | 4.4 | $47M | 2.3M | 19.82 | |
| Compass Cl A (COMP) | 4.1 | $44M | 4.2M | 10.57 | |
| Masterbrand Common Stock (MBC) | 4.0 | $43M | 3.9M | 11.04 | |
| Harsco Corporation (NVRI) | 2.6 | $27M | 1.5M | 17.92 | |
| NetGear (NTGR) | 2.2 | $24M | 970k | 24.53 | |
| Kyivstar Group Ord Shs (KYIV) | 2.2 | $24M | 1.8M | 12.98 | |
| Sable Offshore Corp Com Shs (SOC) | 0.9 | $10M | 1.1M | 9.02 | |
| Idaho Strategic Resources Com New (IDR) | 0.8 | $8.6M | 213k | 40.30 | |
| Ishares Tr Msci India Etf (INDA) | 0.3 | $3.2M | 58k | 54.05 |
