SCHEDULE: Pertento Entities Disclose 5.9% Stake in Patria Investments
Beneficial Ownership Disclosure
Pertento Partners LLP, Eduardo Marques, and Pertento Master Fund Limited have disclosed beneficial ownership of 5.9% of Patria Investments Limited's Class A common shares.
Summary
- Pertento Partners LLP, Eduardo Marques, and Pertento Master Fund Limited collectively reported beneficial ownership of Class A common shares of Patria Investments Limited.
- Pertento Partners LLP and Eduardo Marques each beneficially own 3,971,972 Class A common shares, representing 5.9% of the class.
- Pertento Master Fund Limited beneficially owns 3,430,599 Class A common shares, representing 5.2% of the class.
- All reported shares are held with shared voting and shared dispositive power by the respective reporting persons.
- The securities are directly owned by advisory clients of Pertento Partners LLP, with Pertento Master Fund Limited being the only advisory client deemed to beneficially own more than 5% of the Class A common shares.
Sentiment
Score: 5
Explanation: A Schedule 13G filing reports beneficial ownership and does not inherently convey positive or negative sentiment regarding company performance or outlook.
Future Outlook
NA
Management Comments
- The reporting persons certify that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.
Industry Context
This filing represents a standard disclosure of a significant ownership stake by investment entities in a publicly traded company, common within the financial services and investment management industry.
Related Party Transactions
- All reported securities are directly owned by advisory clients of Pertento Partners LLP, with Pertento Master Fund Limited identified as an advisory client that beneficially owns more than 5% of the Class A common shares.
Stakeholder Impact
- Shareholders of Patria Investments Limited will note the establishment or amendment of a significant ownership stake by Pertento Partners LLP, Eduardo Marques, and Pertento Master Fund Limited, which could influence market perception and trading activity.
Key Dates
| Date | Description |
|---|---|
| 08/15/2025 | Date of event which requires filing of this statement |
| 08/19/2025 | Signature date of the Schedule 13G Amendment No. 1 |
Keywords
Patria Investments Limited, Pertento Partners LLP, Eduardo Marques, Pertento Master Fund Limited, Beneficial Ownership, SEC Filing, Schedule 13G, Investment Management, Asset Management, Class A Common Shares
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