WINDACRE PARTNERSHIP LLC: PERIMETER SOLUTIONS INC (PRM): Quarterly 13F Position History
As of Q1 2026, WINDACRE PARTNERSHIP LLC reported 21,854,600 shares of PERIMETER SOLUTIONS INC (PRM), worth $533.7M and representing 5.7% of its 13F equity book. The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 21,854,600Shares Held (Latest Filing)
- $533.7MReported Market Value (Latest Filing)
- 5.7%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$68.0MQuarter-over-Quarter Value Change
- 21,854,600Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 21,854,600 | 0 | — | $533.7M | 5.7% | $24.4 |
| Q4 2025 | 21,854,600 | 0 | — | $601.7M | 6.5% | $27.5 |
| Q3 2025 | 21,854,600 | 0 | — | $489.3M | 6.1% | $22.4 |
| Q2 2025 | 21,854,600 | +254,600 | +1.2% | $304.2M | 4.2% | $13.9 |
| Q1 2025 | 21,600,000 | 0 | — | $217.5M | 3.3% | $10.1 |
| Q4 2024 | 21,600,000 | — | — | $276.0M | 4.0% | $12.8 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did WINDACRE PARTNERSHIP LLC first disclose a PRM position in 13F-HR filings?
WINDACRE PARTNERSHIP LLC first reported PERIMETER SOLUTIONS INC (PRM) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was WINDACRE PARTNERSHIP LLC's most recent quarter-over-quarter share-count change in PRM?
WINDACRE PARTNERSHIP LLC held the same 21,854,600 shares of PRM between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent WINDACRE PARTNERSHIP LLC's cost basis in PRM?
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.