Pertento Partners LLP 13F 持仓 · 2026年Q2
Pertento Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 14 只证券，申报市值合计 18.55 亿美元。前几大持仓：BRKB（18.87%）、USFD（11.86%）、PRMB（8.32%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 2 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC | $350.1M | 18.87% | 699,700 | 增持 |
| 2 | USFD | US FOODS HLDG CORP | $220.1M | 11.86% | 2.2M | 增持 |
| 3 | PRMB | PRIMO BRANDS CORPORATION | $154.4M | 8.32% | 6.3M | 增持 |
| 4 | IESC | IES HOLDINGS INC | $123.8M | 6.67% | 168,457 | 减持 |
| 5 | PSMT | PRICESMART INC | $119.8M | 6.46% | 613,137 | 增持 |
| 6 | CLBT | CELLEBRITE DI LTD | $116.9M | 6.30% | 8.0M | 增持 |
| 7 | SNDA | SONIDA SENIOR LIVING INC | $96.9M | 5.22% | 2.4M | 新建仓 |
| 8 | KYIV | KYIVSTAR GROUP LTD | $95.7M | 5.16% | 5.9M | 增持 |
| 9 | ATRO | ASTRONICS CORP | $80.7M | 4.35% | 993,637 | 增持 |
| 10 | ONON | ON HLDG AG | $78.9M | 4.25% | 2.2M | 增持 |
| 11 | NUTX | NUTEX HEALTH INC | $77.1M | 4.16% | 451,310 | 增持 |
| 12 | COMP | COMPASS INC | $75.8M | 4.09% | 6.1M | 增持 |
| 13 | ABNB | AIRBNB INC | $72.5M | 3.91% | 506,500 | 增持 |
| 14 | MBC | MASTERBRAND INC | $61.4M | 3.31% | 6.0M | 增持 |
| 15 | PAX | PATRIA INVESTMENTS LIMITED | $58.7M | 3.16% | 5.3M | 增持 |
| 16 | BKLN | INVESCO EXCH TRADED FD TR II | $41.3M | 2.22% | 2.0M | 增持 |
| 17 | NBBK | NB BANCORP INC | $31.2M | 1.68% | 1.5M | 减持 |
| 18 | INDA | ISHARES TR | $0 | 0.00% | 0 | 清仓 |
| 19 | SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | 清仓 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR