Weitz Investment Management’s Perimeter Solutions PRM Stock Holding History

Weitz Investment 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 Q1	$12.4M	Hold	509,400	–	–	0.87%	30
2025 Q4	$14M	Sell	509,400 -235,572	-32%	-$5.95M	0.83%	30
2025 Q3	$16.7M	Sell	744,972 -1,215,928	-62%	-$23M	0.91%	33
2025 Q2	$27.3M	Sell	1,960,900 -96,391	-5%	-$1.11M	1.47%	30
2025 Q1	$20.7M	Sell	2,057,291 -50,000	-2%	-$561K	1.1%	32
2024 Q4	$26.9M	Sell	2,107,291 -217,209	-9%	-$2.84M	1.39%	30
2024 Q3	$31.3M	Sell	2,324,500 -1,260,500	-35%	-$13.1M	1.54%	29
2024 Q2	$28.1M	Sell	3,585,000 -50,000	-1%	-$374K	1.47%	30
2024 Q1	$27M	Hold	3,635,000	–	–	1.36%	30
2023 Q4	$16.7M	Hold	3,635,000	–	–	0.88%	38
2023 Q3	$16.5M	Buy	3,635,000 +407,000	+13%	+$2.27M	0.91%	37
2023 Q2	$19.9M	Buy	3,228,000 +1,126,261	+54%	+$7.55M	1.06%	32
2023 Q1	$17M	Buy	2,101,739 +101,739	+5%	+$877K	0.98%	35
2022 Q4	$18.3M	Sell	2,000,000 -50,000	-2%	-$440K	1.04%	34
2022 Q3	$16.4M	Sell	2,050,000 -50,000	-2%	-$516K	0.97%	34
2022 Q2	$22.8M	Buy	2,100,000 +90,000	+4%	+$959K	1.19%	30
2022 Q1	$24.3M	Hold	2,010,000	–	–	1.08%	33
2021 Q4	$27.9M	Buy	+2,010,000	New	+$25.4M	1.12%	34

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

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

Weitz Investment Management's PRM Position: Q1 2026 in Review

Weitz Investment Management held its Perimeter Solutions (PRM) position steady in Q1 2026 at 509,400 shares worth $12.4M. The position accounts for 0.87% of the portfolio, ranked #30.

Weitz Investment Management first reported a position in PRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.3M in Q3 2024. 291 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

Weitz Investment Management held 509,400 shares of Perimeter Solutions worth $12.4M as of Q1 2026.
Weitz Investment Management left its Perimeter Solutions share count unchanged in Q1 2026.
Perimeter Solutions made up 0.87% of Weitz Investment Management's portfolio in Q1 2026, its #30 holding.
Weitz Investment Management first reported a position in Perimeter Solutions in Q4 2021 and has held it in 18 quarters since.
Weitz Investment Management's Perimeter Solutions position peaked at $31.3M in Q3 2024.
291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on Weitz Investment Management's 13F filing for Q1 2026, filed 14 May 2026.