Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
One of the biggest detractors to our performance was Primo Brands (PRMB), a leading U.S. hydration company, which offers consumers water through five-gallon jugs, refill stations, and ready-to-drink formats. This was a...
— Andrew J. Fleming
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Primo Brands Corporation
Primo Brands (PRMB) provides bottled water through the retail channel as well as water delivery to homes and businesses.
Primo Brands (PRMB) provides bottled water through the retail channel as well as water delivery to homes and businesses. Its brands include...
More institutional theses from Heartland Value Plus Fund
Quaker Houghton ($KWR), representing 2.12% of the fund's portfolio, is a global leader in specialized industrial process fluids primarily serving the primary metals and metalworking markets, including automotive and steel manufacturing. The manager is...
The Hanover Insurance Group ($THG), accounting for 2.52% of the fund's assets, provides property and casualty insurance products tailored specifically to small- and mid-sized commercial businesses. The manager holds...
Tyler Technologies ($TYL), representing 2.14% of the fund's assets, is the preeminent provider of enterprise software systems specifically built for public sector agencies, including municipal governments, school districts, courts, and law enforcement. The manager maintains...