PRM
Perimeter Solutions Inc
3 super-investors hold PRM worth a combined $27M. The largest position: Wallace Weitz at 0.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 20 — ranked #638 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own PRM
Interest in PRM is quietly building: the cohort count has grown from one to three owners, with Chuck Akre initiating a new position in 2026Q1 as the most notable recent move. Wallace Weitz remains the highest-conviction holder at 0.9% of his portfolio ($12M), making him the anchor owner by some margin. Akre's new stake ($6M) and Joel Greenblatt's position ($8M) round out a small but gradually expanding cohort with combined exposure of $27M. No one trimmed or exited this quarter. The overall concentration levels remain modest — no holder exceeds 0.9% — but the directional signal across the last two quarters is one of cautious accumulation rather than indifference.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Wallace Weitz | 0.9% | 6q | $12M | 509,400 |
| 2 | Joel Greenblatt | <0.1% | 6q | $8M | 329,650 |
| 3 | Chuck Akre | 0.1% | — 1q | $6M | 250,000 |
Owners of PRM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chuck Akre | NEW | 0.1% | +100% | $6M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 71385M107. Not investment advice.