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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $54.03 M.
Top institutional holders include Alan Fournier and Cliff Asness.
Notably, Alan Fournier has expressed high conviction in this stock, allocating 7.86% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.95 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Wallace Weitz reduced exposure by 31.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Perimeter Solutions, Inc. (PRM)
Major holders include Alan Fournier ($32.84 M), Cliff Asness ($15.59 M), Wallace Weitz ($14.02 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.37 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.95 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited PRM. The total reported sell value was $11.74 M.
Yes, 2 managers opened new positions in PRM, and 2 increased their existing holdings. The total reported buy value was $2.79 M.