Ian Trundle
Pertento Partners Llp
Assets Managed
$1.367B
Holdings
19
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
28.4%(2Q avg: 25.96%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Pertento Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.
Assets under management
The assets under management (AUM) of Pertento Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.367B in assets, with a quarterly growth rate of 28.4% and a 2-quarter average growth rate of 25.96%. The portfolio is managed by Ian Trundle, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 22.22% | $303.765M↓ Put 633,900 shares@ $479.2 avg price | Increased 106.22% |
USFD Us Foods Holding Corp
| 12.51% | $170.912M 1.854M shares@ $92.22 avg price | Increased 10.5% |
IESC Ies Holdings Inc
| 8.06% | $110.178M 231,239 shares@ $476.47 avg price | Increased 10.46% |
PRMB Primo Brands Corp
| 7.3% | $99.799M 5.3M shares@ $18.84 avg price | Increased 16.95% |
CLBT Cellebrite Di Ltd
| 6.72% | $91.811M 6.663M shares@ $13.78 avg price | Increased 11.81% |
PSMT Pricesmart Inc
| 5.78% | $78.961M 524,656 shares@ $150.5 avg price | Increased 7.43% |
PAX Patria Investments Ltd-a
| 4.8% | $65.599M 5.206M shares@ $12.6 avg price | Increased 16.13% |
ABNB Airbnb Inc-class A
| 4.06% | $55.424M↓ Put 438,900 shares@ $126.28 avg price | New Position |
ATRO Astronics Corp
| 3.98% | $54.407M 815,333 shares@ $66.73 avg price | New Position |
KYIV Kyivstar Group Ltd
| 3.78% | $51.594M 5.098M shares@ $10.13 avg price | Increased 182.13% |
1-10 of 19