Bayberry Capital Partners’s Primoris Services PRIM Stock Holding History

Bayberry Capital Partners’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-316,000	Closed	-$18.4M	–	23
2024 Q3	$18.4M	Sell	316,000 -20,000	-6%	-$1.07M	6.19%	8
2024 Q2	$16.8M	Buy	+336,000	New	+$16.6M	3.36%	12

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Bayberry Capital Partners's PRIM Position: Q4 2024 in Review

Bayberry Capital Partners sold out of Primoris Services (PRIM) in Q4 2024, closing a stake of 316,000 shares — an estimated $18.4M sold.

Bayberry Capital Partners first reported a position in PRIM in Q2 2024 and held it in 2 quarters. The position peaked at $18.4M in Q3 2024. 358 funds tracked by Wall St. Rank hold PRIM as of Q4 2024.

Bayberry Capital Partners reported no remaining Primoris Services position as of Q4 2024 after selling out during the quarter.
Bayberry Capital Partners sold 316,000 Primoris Services shares in Q4 2024, an estimated $18.4M.
Bayberry Capital Partners first reported a position in Primoris Services in Q2 2024 and held it in 2 quarters.
Bayberry Capital Partners's Primoris Services position peaked at $18.4M in Q3 2024.
358 funds tracked by Wall St. Rank held Primoris Services as of Q4 2024.

Based on Bayberry Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.