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PERIMETER SOLUTIONS INC PRM

Perimeter Solutions, Inc. manufactures and supplies firefighting products, electronic components, lubricant additives, and engineered machinery in the United States, Germany, and internationally. It operates in two segments, Fire Safety and Specialty Products. The Fire Safety segment provides fire retardants and firefighting foams, as well as specialized equipment and services for federal, state, provincial, local/municipal, and commercial customers.

Company profile

Business mix

  • It operates in two segments, Fire Safety and Specialty Products. The Fire Safety segment provides fire retardants and firefighting foams, as well as specialized equipment and services for federal, state, provincial, local/municipal, and commercial customers.
  • The Specialty Products segment develops, produces, and markets products for non-fire safety markets, including phosphorus pentasulfide based lubricant additives used in pesticide and mining chemicals applications, and electric battery technologies.
  • This segment also offers engineered machinery and associated aftermarket consumables parts, and services, as well as original equipment manufacturing, and automation solutions for medical devices.
  • The company was founded in 1963 and is headquartered in Clayton, Missouri.

Current key questions

  • Can demand and competitive position in specialty chemicals support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Weitz Investment Management Wallace Weitz 0.9% $12.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $35.4M Estimated from net reduced shares
Net share change / base shares -74.0% -1,451,500 / 1,960,900
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Major reduction Shares -62.0% 13F value change -$10.6M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -31.6% 13F value change -$2.7M
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,960,900 Last 3 periods -1,451,500 (-74.0%) Total shares 509,400 Value $12.4M

Recent mentions

No public mentions.