Wallace Weitz's PRM Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 509,400 shares of Perimeter Solutions, Inc. (PRM) worth $14.02 M, representing 0.83% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 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 1.13 M shares. Largest reduction occurred in Q3 2024, reducing 1.26 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -235,572 | Reduce 31.62% | 509,400 | $27.53 |
| Q3 2025 | -1.22 M | Reduce 62.01% | 744,972 | $22.39 |
| Q2 2025 | -96,391 | Reduce 4.69% | 1.96 M | $13.92 |
| Q1 2025 | -50,000 | Reduce 2.37% | 2.06 M | $10.07 |
| Q4 2024 | -217,209 | Reduce 9.34% | 2.11 M | $12.78 |
| Q3 2024 | -1.26 M | Reduce 35.16% | 2.32 M | $13.45 |
| Q2 2024 | -50,000 | Reduce 1.38% | 3.58 M | $7.83 |
| Q3 2023 | +407,000 | Add 12.61% | 3.64 M | $4.54 |
| Q2 2023 | +1.13 M | Add 53.59% | 3.23 M | $6.15 |
| Q1 2023 | +101,739 | Add 5.09% | 2.1 M | $8.08 |
| Q4 2022 | -50,000 | Reduce 2.44% | 2 M | $9.14 |
| Q3 2022 | -50,000 | Reduce 2.38% | 2.05 M | $8.01 |
| Q2 2022 | +90,000 | Add 4.48% | 2.1 M | $10.84 |
| Q4 2021 | +2.01 M | New Buy | 2.01 M | $13.89 |
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 17 quarters since Q4 2021.
Wallace Weitz's largest addition to Perimeter Solutions, Inc. (PRM) was in Q4 2021, adding 2,010,000 shares worth $27.92 M.
According to the latest 13F filing for Q4 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 509,400 shares of Perimeter Solutions, Inc. (PRM), valued at approximately $14.02 M.
As of the Q4 2025 filing, Perimeter Solutions, Inc. (PRM) represents approximately 0.83% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Perimeter Solutions, Inc. (PRM) was 3,635,000 shares, as reported at the end of Q3 2023.