PCM
PRMB

Palestra Capital Management’s Primo Brands PRMB Stock Holding History

Palestra Capital Management’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 		$113M Sell
4,604,145
-4,445,733
-49% -$98.6M 3.82% 12
2026
Q1 		$170M Buy
9,049,878
+5,052,380
+126% +$97.6M 6.64% 5
2025
Q4 		$65.4M Sell
3,997,498
-1,063,591
-21% -$19.7M 2.31% 21
2025
Q3 		$112M Sell
5,061,089
-1,212,842
-19% -$31.4M 3.6% 13
2025
Q2 		$186M Buy
+6,273,931
New +$201M 5.4% 3

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

Palestra Capital Management's PRMB Position: Q2 2026 in Review

Palestra Capital Management reduced its Primo Brands (PRMB) stake by 49% in Q2 2026, selling an estimated $98.6M and leaving 4,604,145 shares worth $113M. The position accounts for 3.82% of the portfolio, ranked #12.

Palestra Capital Management first reported a position in PRMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $186M in Q2 2025. 381 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Palestra Capital Management held 4,604,145 shares of Primo Brands worth $113M as of Q2 2026.
  • Palestra Capital Management sold 4,445,733 Primo Brands shares in Q2 2026, an estimated $98.6M.
  • Primo Brands made up 3.82% of Palestra Capital Management's portfolio in Q2 2026, its #12 holding.
  • Palestra Capital Management first reported a position in Primo Brands in Q2 2025 and has held it in 5 quarters since.
  • Palestra Capital Management's Primo Brands position peaked at $186M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

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