PRM

PRM

PRM

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Aug 7, 2024	Mindset Value Fund	7.9%	70.0%	GRIN CN, PRM, TDG	-			View
2024 Q1	Apr 15, 2024	Ensemble Capital	0.0%	8.0%	BR, FAF, IEX, NFLX, NKE, PRM, RACE	-			View
2025 Q1	Mar 31, 2025	Weitz Multi Cap Equity Fund	0.8%	0.8%	BRK/A, GOOG, HEI, PRM	-			View
2025 Q4	Mar 1, 2026	iMGP Small Company Fund	1.3%	0.0%	AAP, AMKR, APPF, MANH, PRM, RBC, UAMY	Biotech M&A, Momentum Factor, Return on Invested Capital, Small Cap Equity, Valuation discipline	The iMGP Small Company Fund gained 1.33% in Q4 2025, trailing the Russell 2000 Indexs 3.26% return, as high-beta and speculative segments outperformed. Underperformance was largely driven by underexposure to momentum stocks and biotech, while the strategy remains focused on high-quality growth companies with disciplined valuation frameworks. Management maintains conviction that long-term value creation is driven by return on invested capital, management execution, and sustainable competitive advantages rather than short-term factor rotations.		View
2025 Q3	Oct 30, 2025	IFSL Church House Human Capital Fund	-4.6%	-	9535 JP, CICN SW, JUSC LN, LMN CN, PRM, ROKOB SS, TOI CN	Acquisitions, Compounding, Decentralization, Founders, growth	The fund emphasizes entrepreneurial, acquisitive businesses run by founder-led management teams with decentralized cultures. Geographic diversification and disciplined capital allocation underpin long-term growth despite short-term market deratings. Growth remains attractive where earnings reinvestment and management quality drive compounding.		View
2025 Q3	Oct 24, 2025	Carillon Eagle Small Cap Growth Fund	-	-	BRBR, LNTH, MMSI, MNDY, PI, POWL, PRM, RMBS, SHAK, ZWS	AI, cyclicals, energy, industrials, small caps	The fund outperformed amid small-cap strength and AI-related industrial demand. Top contributors included Rambus and Impinj, both benefiting from hyperscaler and RFID adoption. Managers expect AI and data center capex to sustain industrial growth, while cyclical tailwinds in energy and reshoring enhance long-term fundamentals.	ZWS PRM PI RMBS	View
2022 Q3	Oct 24, 2022	Tourlite Capital Management	4.5%	13.8%	PRM, VRRM	-			View
2025 Q4	Jan 29, 2026	Weitz Multi Cap Equity Fund	-1.5%	3.2%	ACN, BRK-B, CDW, CHTR, CMCSA, CSGP, DHR, GOOGL, HEI, IDXX, IEX, IT, KMX, LBRDA, LH, LKQ, META, PRM, SIRI, TECH	healthcare, multi-cap, technology, Telecom, underperformance, value	Google's Gemini AI surpassed expectations with latest release, moving to front of pack among frontier models according to industry benchmarks. Investors questioning value of Gartner's research offerings in rapidly evolving GenAI landscape. Heightened competition continues weighing on broadband investments including Liberty Broadband and Charter Communications. Charter's capital investment cycle beginning to ease, expected to improve free cash flow and support share repurchases at depressed prices. CarMax faces challenging environment with constrained availability and affordability of late model used vehicles. Online competitor Carvana taking share while CarMax's omni-channel investments have yet to deliver improvements, leading to strategic changes and CEO departure.	CHTR KMX PRM	View
2024 Q3	Sep 30, 2024	Weitz Multi Cap Equity Fund	10.4%	16.3%	GOOG, LBRDA, LM0B GR, PRM	-			View
2024 Q3	Sep 30, 2024	Weitz Partners III Opportunity Fund	9.1%	14.1%	GOOG, LBRDA, LM0B GR, PRM	-			View
2023 Q3	Aug 11, 2023	Weitz Multi Cap Equity Fund	10.4%	16.3%	EFX, LBRDA, META, PRM	-			View
2022 Q2	Jul 14, 2022	Tourlite Capital Management	4.5%	13.8%	AMZN, GOOG, IS, PRM, U	-			View
2022 Q4	Feb 17, 2023	Tourlite Capital Management	4.5%	13.8%	APG, PACK, PRM, PRVBX, VRRM	-			View
2023 Q4	Jan 26, 2024	Tourlite Capital Management	4.5%	13.8%	APG, ESPR, FIP, FTAI, KD, LTCH, PRM, ROIV	-			View
2023 Q2	Jan 9, 2023	Tourlite Capital Management	4.5%	13.8%	APG, FIP, FTAI, GLOP, KD, LTCH, PRM	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 31, 2026	Fund Letters	Wally Weitz	Perimeter Solutions SA	Industrials	Specialty Chemicals	Bull	New York Stock Exchange	government contracts, infrastructure, Pricing, Volatility-Reduction, Wildfire	View Pitch
Jan 31, 2026	Fund Letters	Wally Weitz	Perimeter Solutions SA	Industrials	Specialty Chemicals	Bull	New York Stock Exchange	government contracts, Pricing, Volatility-Reduction, Wildfire	View Pitch
Jan 9, 2026	Fund Letters	Fred Mahon	Perimeter Solutions SA	Materials	Chemicals	Bull	New York Stock Exchange	Governance, growth, infrastructure, Specialtychemicals, Wildfires	View Pitch
Nov 29, 2025	Fund Letters	Eric Mintz	Perimeter Solutions	Materials	Specialty Chemicals	Bull	NYSE	cashflow, Chemicals, Contracts, Fire Safety, growth, M&A, visibility	View Pitch

BSD Shareholders of PRM

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: