🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Perimeter Solutions, Inc.

PRM Materials
$31.15 +$0.61 (2.00%)
Market Cap: $5.17 B
Gurus Holding
6
Popularity Rank
#1538
% of Shares Held
1.23%
Net Activity (Q2 2026)
-$36.02 M

Guru Ownership Trend

Guru Analysis for Perimeter Solutions, Inc. (PRM)

Perimeter Solutions, Inc. (PRM), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $62.75 M.

Top institutional holders include Alan Fournier and Cliff Asness.

Notably, Alan Fournier has expressed high conviction in this stock, allocating 7.33% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.02 M net outflow during the quarter.

Recent activity highlights Chuck Akre who opened a new position. Conversely, Joel Greenblatt reduced exposure by 83.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$0
Total Buy Value
New Buys 0
Additions 0
-$36.02 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
0

FAQs for Perimeter Solutions, Inc. (PRM)

Major holders include Alan Fournier ($24.56 M), Cliff Asness ($17.48 M), Wallace Weitz ($16.07 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.01 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.02 M, with 0 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited PRM. The total reported sell value was $36.02 M.

No tracked managers opened new positions or increased their holdings in PRM during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
7.33% Reduce -26.6% 689,000 $24.56 M Q2 2026
0.01% Reduce -14.6% 490,364 $17.48 M Q2 2026
1.11% Reduce -11.5% 450,817 $16.07 M Q2 2026
0.10% New Buy 250,000 $6.1 M Q1 2026
0.01% Reduce -78.7% 126,231 $4.5 M Q2 2026
0.00% Reduce -83.3% 8,079 $288,016 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form