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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $70.39 M.
Top institutional holders include Alan Fournier and Wallace Weitz.
Notably, Alan Fournier has expressed high conviction in this stock, allocating 8.34% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $51.6 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 1.9%. Conversely, Renaissance Technologies reduced exposure by 77.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 8.34% | Reduce -34.2% | 1,384,000 | $30.99 M | Q3 2025 | |
| 0.91% | Reduce -62.0% | 744,972 | $16.68 M | Q3 2025 | |
| 0.01% | Add 1.9% | 551,777 | $12.35 M | Q3 2025 | |
| 0.00% | Reduce -77.0% | 18,200 | $407,498 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Perimeter Solutions, Inc. (PRM)
Major holders include Alan Fournier ($30.99 M), Wallace Weitz ($16.68 M), Cliff Asness ($12.35 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.7 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $51.6 M, with 1 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 4 fully exited PRM. The total reported sell value was $51.83 M.
Yes, 0 managers opened new positions in PRM, and 1 increased their existing holdings. The total reported buy value was $230,930.46.