WINDACRE PARTNERSHIP LLC’s Perimeter Solutions PRM Stock Holding History

WINDACRE PARTNERSHIP LLC’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	$576M	Sell	16,148,621 -5,705,979	-26%	-$178M	5.69%	10
2026 Q1	$534M	Hold	21,854,600	–	–	5.71%	10
2025 Q4	$602M	Hold	21,854,600	–	–	6.45%	9
2025 Q3	$489M	Hold	21,854,600	–	–	6.12%	10
2025 Q2	$304M	Buy	21,854,600 +254,600	+1%	+$2.94M	4.17%	12
2025 Q1	$218M	Hold	21,600,000	–	–	3.26%	12
2024 Q4	$276M	Hold	21,600,000	–	–	4.05%	11
2024 Q3	$291M	Hold	21,600,000	–	–	3.86%	10
2024 Q2	$169M	Hold	21,600,000	–	–	2.22%	10
2024 Q1	$160M	Hold	21,600,000	–	–	2.2%	10
2023 Q4	$99.4M	Hold	21,600,000	–	–	1.51%	13
2023 Q3	$98.1M	Hold	21,600,000	–	–	1.78%	13
2023 Q2	$133M	Hold	21,600,000	–	–	2.56%	11
2023 Q1	$175M	Hold	21,600,000	–	–	3.73%	9
2022 Q4	$197M	Hold	21,600,000	–	–	4.77%	11
2022 Q3	$173M	Hold	21,600,000	–	–	2.9%	10
2022 Q2	$234M	Buy	21,600,000 +1,600,000	+8%	+$17.1M	4.91%	5
2022 Q1	$242M	Hold	20,000,000	–	–	5.09%	8
2021 Q4	$278M	Buy	+20,000,000	New	+$253M	6.19%	8

Other funds holding PRM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WINDACRE PARTNERSHIP LLC's PRM Position: Q2 2026 in Review

WINDACRE PARTNERSHIP LLC reduced its Perimeter Solutions (PRM) stake by 26% in Q2 2026, selling an estimated $178M and leaving 16,148,621 shares worth $576M. The position accounts for 5.69% of the portfolio, ranked #10.

WINDACRE PARTNERSHIP LLC first reported a position in PRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $602M in Q4 2025. 309 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

WINDACRE PARTNERSHIP LLC held 16,148,621 shares of Perimeter Solutions worth $576M as of Q2 2026.
WINDACRE PARTNERSHIP LLC sold 5,705,979 Perimeter Solutions shares in Q2 2026, an estimated $178M.
Perimeter Solutions made up 5.69% of WINDACRE PARTNERSHIP LLC's portfolio in Q2 2026, its #10 holding.
WINDACRE PARTNERSHIP LLC first reported a position in Perimeter Solutions in Q4 2021 and has held it in 19 quarters since.
WINDACRE PARTNERSHIP LLC's Perimeter Solutions position peaked at $602M in Q4 2025.
309 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on WINDACRE PARTNERSHIP LLC's 13F filing for Q2 2026, filed 14 Aug 2026.