Fund Update: Perbak Capital Partners LLP Just Disclosed New Holdings

Perbak Capital Partners LLP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 38,058 shares of $UAA (~$203,231). This was a increase of ~223.08% from their previous position.
• An increase of 133,116 shares of $XLI (~$17,383,112). This was a increase of ~142.62% from their previous position.
• A decrease of 64,677 shares of $IWM (~$14,374,355). This was a increase of ~-94.34% from their previous position.
• A decrease of 14,143 shares of $YUM (~$1,853,902). This was a increase of ~-88.29% from their previous position.
• An increase of 11,886 shares of $MMM (~$1,917,592). This was a increase of ~122.79% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Perbak Capital Partners LLP for more details.