Davidson Kahn Capital Management’s Perimeter Solutions PRM Stock Holding History

Davidson Kahn Capital Management’s Portfolio PRM Stock Details PRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Buy	286,621 +15,863	+6%	+$495K	4.39%	7
2026 Q1	$6.61M	Sell	270,758 -18,911	-7%	-$483K	3.52%	8
2025 Q4	$7.97M	Buy	289,669 +131	+0%	+$3.31K	4.14%	7
2025 Q3	$6.48M	Sell	289,538 -950	-0.3%	-$18K	3.61%	7
2025 Q2	$4.05M	Buy	290,488 +18,938	+7%	+$219K	2.6%	10
2025 Q1	$2.73M	Buy	271,550 +106,112	+64%	+$1.19M	2.1%	16
2024 Q4	$2.11M	Buy	+165,438	New	+$2.16M	1.95%	21

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Davidson Kahn Capital Management's PRM Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Perimeter Solutions (PRM) stake by 5.9% in Q2 2026, buying an estimated $495K and bringing the position to 286,621 shares worth $10.2M. The position accounts for 4.39% of the portfolio, ranked #7.

Davidson Kahn Capital Management first reported a position in PRM in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

Davidson Kahn Capital Management held 286,621 shares of Perimeter Solutions worth $10.2M as of Q2 2026.
Davidson Kahn Capital Management bought 15,863 Perimeter Solutions shares in Q2 2026, an estimated $495K.
Perimeter Solutions made up 4.39% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #7 holding.
Davidson Kahn Capital Management first reported a position in Perimeter Solutions in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.