
What smart money is saying about Primo Brands
3 funds in our archive have pitched Primo Brands — most recently Aristotle Small Cap Equity in December 2025.
Primo Water Corporation provides water direct to consumers and water filtration services in North America and Europe. It offers bottled water, purified bottled water, premium spring, sparkling and flavored water, mineral water, filtration equipment, and coffee; as well as water dispensers, and self-service refill drinking water. The company offers its products under the Primo, Alhambra, Crystal Rock, Mountain Valley, Deep Rock, Hinckley Springs, Crystal Springs, Kentwood Springs, Mount Olympus, Pureflo, Nursery, Sierra Springs, Sparkletts, Clear Mountain Natural Spring Water, Earth2O, Renü, Water Event Pure Water Solutions, Canadian Springs, Labrador Source, Decantae, Eden, Eden Springs, Chateaud'eau, and Mey Eden brands. It provides its services to residential customers, small and medium-sized businesses, and regional and national corporations and retailers. The company was formerly known as Cott Corporation and changed its name to Primo Water Corporation in March 2020. Primo Water Corporation was incorporated in 1955 and is headquartered in Tampa, Florida.
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Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Primo Brands, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 2 |
Fund activity · 1 position
- HoldsMD SASS Concentrated ValueJune 2026
“As of July 15, our five largest positions were Henry Schein (HSIC), Amazon (AMZN), AMETEK (AME), Primo Brands (PRMB), and Williams Companies (WMB), representing 32% of the total portfolio.”
Read the letterPrimo Brands
Fund coverage · 3 theses
- Aristotle Small Cap EquityDecember 2025
Primo Brands is a leading U.S. bottled water company with diversified distribution and secular tailwinds from health and quality concerns driving category growth.
Read the full thesis - Aristotle Small Mid Cap EquitySeptember 2025
Primo Brands (PRMB) is a leading branded beverage company specializing in healthy hydration, holding about 19% market share in U.S. bottled water and benefiting from a diverse portfolio that reaches 90% of the population amid growing demand for bottled water.
Read the full thesis - Baron Discovery FundSeptember 2025
Primo Brands Corporation is a leading bottled spring water company with a strong market position and growth potential, currently facing temporary integration challenges but expected to generate significant free cash flow in the future.
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