What smart money is saying about Perimeter Solutions, Inc.
1 fund in our archive has pitched Perimeter Solutions, Inc., most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites in June 2026.
Perimeter Solutions, Inc. is a global manufacturer and supplier specializing in fire suppression products and chemical additives for lubricants. Its operations are organized into two main divisions: Fire Safety and Oil Additives. The Fire Safety division provides a wide array of fire retardants, specialized firefighting foams, and related equipment and services. Its diverse customer base includes federal, state, provincial, and municipal government agencies, alongside commercial clients. The Oil Additives segment is dedicated to the production of Phosphorus Pentasulfide, a key component primarily used in the development of various lubricant additives, most notably the Zinc Dialkyldithiophosphates family. The company's offerings are marketed under prominent brand names such as PHOS-CHEK, FIRE-TROL, AUXQUIMIA, SOLBERG, and BIOGEMA. Perimeter Solutions, SA was established in 1963 and is headquartered in Clayton, Missouri.
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Fund signal · last 12 months
3 lettersToo few moves on Perimeter Solutions, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Perimeter Solutions, Inc., with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 2 | 1 | 1 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- September 2026
“we elected to manage our position sizes and took profits in ACI Worldwide, Alphabet and Perimeter Solutions, offset by harvesting losses in CoStar Group and Accenture.”
Perimeter Solutions, Inc. - June 2026
“Other material trims included Alphabet, Berkshire Hathaway, CoStar Group, Perimeter Solutions and Texas Instruments.”
Perimeter Solutions, Inc. - June 2026
“5. Perimeter Solutions, Inc. (PRM) PRM provides mission-critical fire safety and specialty chemical solutions. We initiated a position based on the company's durable earnings profile, disciplined capital allocation, and strong competitive position in niche markets.”
Perimeter Solutions, Inc.
Fund coverage · 1 thesis
Perimeter Solutions, Inc. provides mission-critical fire safety and specialty chemical solutions, and the thesis is built on durable earnings, niche-market strength, and predictable cash flow.
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