Portfolio (Quarterly) Guide ↗

Pertento Partners LLP

· CIK 0001894571

13F Portfolio $1.4B AUM 19 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 12 Added 2 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ENVIRI CORP	—	1,527,845	$27.4M	2.57%	SOLD
2	NTGR	NETGEAR INC	Technology	970,277	$23.8M	2.23%	SOLD
3	SOC	SABLE OFFSHORE CORP	Energy	1,107,901	$10.0M	0.94%	SOLD
4	IDR	IDAHO STRATEGIC RESOURCES	Basic Materials	212,791	$8.6M	0.81%	SOLD

Sector Allocation

Consumer Defensive 37.2%

Technology 18.5%

Industrials 17.5%

Financial Services 11.9%

Consumer Cyclical 5.5%

Communication Services 5.5%

Healthcare 3.8%