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Church House Human Capital's investment thesis on Perimeter Solutions SA ($PRM) — Q3 2025 | Buyside Digest

$PRMNYSEPerimeter Solutions SA

BULL

Church House Human Capital—PRM

Fund Letter

Q3 2025

Published October 1, 2025

$30.34USD

-4.5% vs last month

$22.32Pitched

+35.9% since pitch

Market Cap$6.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

This dominant supplier of wildfire retardants in California benefits from defensive market leadership. The company is...

— Fred Mahon

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