All companies
Primo Brands logo

What smart money is saying about Primo BrandsUnited States flag

PRMB · Consumer Defensive · Beverages - Non-Alcoholic · Market cap $5.97B

3 funds in our archive have pitched Primo Brands — most recently Aristotle Small Cap Equity in December 2025.

Company profile

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.

Get an email when a fund writes about it

Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Primo Brands, with no move described.

Fund letters reporting a position in Primo Brands, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q4 20250001
Q3 20250002

Fund activity · 1 position

  • HoldsMD SASS Concentrated Value
    June 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 Equity
    December 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 Equity
    September 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 Fund
    September 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.

    Read the full thesis

Read every full thesis on Primo Brands

Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger