Sachem Head Capital Management LP: PRIMO BRANDS CORPORATION (PRMB): Quarterly 13F Position History
As of Q2 2026, Sachem Head Capital Management LP reported 17,795,000 shares of PRIMO BRANDS CORPORATION (PRMB), worth $434.9M and representing 9.0% of its 13F equity book. Quarter-over-quarter share count change: + 700,000 (+4.1%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 17,795,000Shares Held (Latest Filing)
- $434.9MReported Market Value (Latest Filing)
- 9.0%Portfolio Weight (% of 13F Equity Book)
- +700,000Quarter-over-Quarter Share Change
- +$113.0MQuarter-over-Quarter Value Change
- 17,795,000Peak Reported Shares (Historical)
Recent initiation: Sachem Head Capital Management LP first reported PRMB on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,795,000 | +700,000 | +4.1% | $434.9M | 9.0% | $24.4 |
| Q1 2026 | 17,095,000 | – | – | $321.9M | 7.8% | $18.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Sachem Head Capital Management LP first disclose a PRMB position in 13F-HR filings?
Sachem Head Capital Management LP first reported PRIMO BRANDS CORPORATION (PRMB) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Sachem Head Capital Management LP's most recent quarter-over-quarter share-count change in PRMB?
Between Q1 2026 and Q2 2026, Sachem Head Capital Management LP added 700,000 shares of PRMB (+4.1%), bringing the total reported position to 17,795,000 shares at a market value of $434.9M.
Does the implied price-per-share represent Sachem Head Capital Management LP's cost basis in PRMB?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.