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
Q1 		$19.3M Hold
1,022,400
– – 0.75% 21
2025
Q4 		$16.7M Buy
+1,022,400
New +$18.9M 0.59% 28

Other funds holding PRMB

ORCP
One Rock Capital Partners New York $2.19B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Palestra Capital Management's PRMB Position: Q1 2026 in Review

Palestra Capital Management increased its Primo Brands (PRMB) stake by 126% in Q1 2026, buying an estimated $97.6M and bringing the position to 9,049,878 shares worth $170M. The position accounts for 6.64% of the portfolio, ranked #5.

Palestra Capital Management first reported a position in PRMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $186M in Q2 2025. 343 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

  • Palestra Capital Management held 9,049,878 shares of Primo Brands worth $170M as of Q1 2026.
  • Palestra Capital Management bought 5,052,380 Primo Brands shares in Q1 2026, an estimated $97.6M.
  • Primo Brands made up 6.64% of Palestra Capital Management's portfolio in Q1 2026, its #5 holding.
  • Palestra Capital Management first reported a position in Primo Brands in Q2 2025 and has held it in 4 quarters since.
  • Palestra Capital Management's Primo Brands position peaked at $186M in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.