NYSE · Consumer Staples

Primo Brands Corporation PRMB

Primo Brands Corporation operates as a branded beverage company in North America. It offers bottle water solutions and water filtration services; and premium spring and sparkling water, purified water, self-service refill drinking water, flavored and enhanced beverages, water dispensers, and filtration equipment.

Beverages (Production/Distribution)

Company profile

Business mix

  • It offers bottle water solutions and water filtration services; and premium spring and sparkling water, purified water, self-service refill drinking water, flavored and enhanced beverages, water dispensers, and filtration equipment.
  • The company has a portfolio of packaged branded beverages under the Poland Spring, Pure Life, Saratoga, Mountain Valley, Arrowhead, Deer Park, Ice Mountain, Ozarka, and Zephyrhills brands.
  • It distributes direct-to-consumer, retail, commercial and residential customers, and e-commerce and digital platforms.
  • The company is based in Stamford, Connecticut.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in beverages - non-alcoholic?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 121.69 FCF 3.96% Buyback -30.84%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sachem Head Capital Management Scott Ferguson 7.8% $321.9M 2026-03-31
Baron Capital Ron Baron 0.1% $41.2M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $35.8M 2026-03-31
Glenview Capital Management Larry Robbins 0.3% $10.0M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 4 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $383.4M Estimated from net added shares
Reduction amount $708.2M Estimated from net reduced shares
Net share change / base shares +137.3% +12,562,918 / 9,150,945
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 62.6% 13F value change +$16.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,168,999 Last 3 periods +732,228 (+62.6%) Total shares 1,901,227 Value $35.8M
Baron Capital Ron Baron 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 1128.1% 13F value change +$44.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.9% 13F value change +$4.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 183,419 Last 3 periods +2,003,166 (+1092.1%) Total shares 2,186,585 Value $41.2M
Glenview Capital Management Larry Robbins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$10.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +531,051 (New) Total shares 531,051 Value $10.0M
Sachem Head Capital Management Scott Ferguson 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$321.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +17,095,000 (New) Total shares 17,095,000 Value $321.9M
Third Point Dan Loeb 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 108.1% 13F value change +$72.6M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$127.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 2,775,000 Last 3 periods -2,775,000 (-100.0%) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 290.2% 13F value change +$402.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 17.5% 13F value change -$71.6M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$509.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 5,023,527 Last 3 periods -5,023,527 (-100.0%) Total shares 0 Value $0
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$17.4M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 54.8% 13F value change +$5.1M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$22.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$249.1M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$249.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.