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Perimeter Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$173M
Select Equity Group
2
Select Equity Group
New York
$111M +$2.38M +231,067 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$86.6M +$7.59M +735,712 +7%
BlackRock
4
BlackRock
New York
$68.7M +$24.1M +2,340,453 +38%
Capital Research Global Investors
5
Capital Research Global Investors
California
$65.9M -$34.6M -3,357,795 -29%
MG
6
Meritage Group
California
$64.1M
MCMC
7
Matrix Capital Management Company
New Hampshire
$59.8M
BBHC
8
Brown Brothers Harriman & Co
New York
$56.2M +$939K +91,106 +1%
SPC
9
Slate Path Capital
New York
$56.1M +$10.3M +1,001,101 +17%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$52.8M +$2.66M +258,437 +4%
TP
11
Third Point
New York
$46.1M -$1.03M -100,000 -2%
Capital World Investors
12
Capital World Investors
California
$36.1M
JP Morgan Chase
13
JP Morgan Chase
New York
$27.7M +$33.8M +3,276,551 +1,863%
SIG
14
Senator Investment Group
New York
$26M -$24.5M -2,380,000 -42%
Vanguard Group
15
Vanguard Group
Pennsylvania
$25.7M +$20.9M +2,025,116 +171%
RP
16
Repertoire Partners
New York
$24.7M +$19.9M +1,929,644 +167%
Janus Henderson Group
17
Janus Henderson Group
$21.7M -$106K -10,290 -0.4%
PTC
18
Petrus Trust Company
Texas
$21.6M
State Street
19
State Street
Massachusetts
$19.6M +$6.82M +661,808 +37%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$19.5M +$13.8M +1,335,988 +121%
Primecap Management
21
Primecap Management
California
$17.9M -$976K -94,680 -4%
ET
22
Equitable Trust
Tennessee
$16.5M +$21.3M +2,066,063 New
WIM
23
Weitz Investment Management
Nebraska
$16.4M -$516K -50,000 -2%
ECAM
24
East Coast Asset Management
Massachusetts
$9.56M -$17.2M -1,670,693 -58%
Northern Trust
25
Northern Trust
Illinois
$9.09M +$2.48M +240,851 +27%