Wallace Weitz's PRM Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 745.0K shares of Perimeter Solutions, Inc. (PRM) worth $16.68 M, representing 0.91% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in PRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 1.1M shares. Largest reduction occurred in Q3 2024, reducing 1.3M shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Perimeter Solutions (PRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Perimeter Solutions (PRM) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +2.01 M | New Buy | 2.01 M | $13.89 |
| Q2 2022 | +90,000 | Add 4.48% | 2.1 M | $10.84 |
| Q3 2022 | -50,000 | Reduce 2.38% | 2.05 M | $8.01 |
| Q4 2022 | -50,000 | Reduce 2.44% | 2 M | $9.14 |
| Q1 2023 | +101,739 | Add 5.09% | 2.1 M | $8.08 |
| Q2 2023 | +1.13 M | Add 53.59% | 3.23 M | $6.15 |
| Q3 2023 | +407,000 | Add 12.61% | 3.64 M | $4.54 |
| Q2 2024 | -50,000 | Reduce 1.38% | 3.58 M | $7.83 |
| Q3 2024 | -1.26 M | Reduce 35.16% | 2.32 M | $13.45 |
| Q4 2024 | -217,209 | Reduce 9.34% | 2.11 M | $12.78 |
| Q1 2025 | -50,000 | Reduce 2.37% | 2.06 M | $10.07 |
| Q2 2025 | -96,391 | Reduce 4.69% | 1.96 M | $13.92 |
| Q3 2025 | -1.22 M | Reduce 62.01% | 744,972 | $22.39 |
Wallace Weitz's Perimeter Solutions Investment FAQs
Wallace Weitz first purchased Perimeter Solutions, Inc. (PRM) in Q4 2021, acquiring 2,010,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Perimeter Solutions, Inc. (PRM) for 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to Perimeter Solutions, Inc. (PRM) was in Q4 2021, adding 2,010,000 shares worth $27.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 744,972 shares of Perimeter Solutions, Inc. (PRM), valued at approximately $16.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Perimeter Solutions, Inc. (PRM) represents approximately 0.91% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's peak holding in Perimeter Solutions, Inc. (PRM) was 3,635,000 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.