BCP
PRMB

Bayberry Capital Partners’s Primo Brands PRMB Stock Holding History

Bayberry Capital Partners’s Portfolio PRMB Stock Details PRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15M Sell
614,000
-126,700
-17% -$2.81M 5.17% 6
2026
Q1 		$13.9M Sell
740,700
-460,000
-38% -$8.89M 4.31% 9
2025
Q4 		$19.6M Buy
1,200,700
+257,700
+27% +$4.76M 6.22% 4
2025
Q3 		$20.8M Buy
943,000
+403,900
+75% +$10.5M 4.96% 6
2025
Q2 		$16M Buy
+539,100
New +$17.2M 5.13% 7

Other funds holding PRMB

ORCP
One Rock Capital Partners New York $2.84B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bayberry Capital Partners's PRMB Position: Q2 2026 in Review

Bayberry Capital Partners reduced its Primo Brands (PRMB) stake by 17% in Q2 2026, selling an estimated $2.81M and leaving 614,000 shares worth $15M. The position accounts for 5.17% of the portfolio, ranked #6.

Bayberry Capital Partners first reported a position in PRMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.8M in Q3 2025. 381 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Bayberry Capital Partners held 614,000 shares of Primo Brands worth $15M as of Q2 2026.
  • Bayberry Capital Partners sold 126,700 Primo Brands shares in Q2 2026, an estimated $2.81M.
  • Primo Brands made up 5.17% of Bayberry Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Bayberry Capital Partners first reported a position in Primo Brands in Q2 2025 and has held it in 5 quarters since.
  • Bayberry Capital Partners's Primo Brands position peaked at $20.8M in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Bayberry Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.