WindAcre-linked fund trims Perimeter Solutions (PRM) stake with 5,705,979-share sale
Rhea-AI Filing Summary
Perimeter Solutions, Inc.’s largest shareholder group reported sizable open-market sales of its ordinary shares. The WindAcre Partnership Master Fund, LP, whose holdings may be deemed indirectly beneficially owned by The WindAcre Partnership LLC and related entities, sold a total of 5,705,979 ordinary shares of Perimeter Solutions in open-market transactions between June 26 and June 30, 2026, at prices ranging from $33.00 to $36.25 per share. Following these sales, the reporting group continues to hold 16,148,621 ordinary shares directly.
Positive
- None.
Negative
- A major shareholder group associated with The WindAcre Partnership Master Fund, LP executed open-market sales of 5,705,979 Perimeter Solutions ordinary shares, representing a sizeable reduction in its stake, even though it continues to hold 16,148,621 shares.
Insights
Large shareholder executes multi-day open-market sale but retains a significant position.
The reporting group associated with The WindAcre Partnership Master Fund, LP executed open-market sales totaling 5,705,979 Perimeter Solutions ordinary shares between June 26 and June 30, 2026. Sale prices ranged from $33.00 to $36.25 per share, indicating active trimming of the position rather than mechanical events like option exercises.
Form 4 data show that after these transactions, the group still directly holds 16,148,621 ordinary shares, so it remains a major shareholder. All transactions are coded as open-market sales (code S), with no derivative exercises or tax-withholding entries, suggesting discretionary selling rather than compensation-driven activity. The overall impact depends on how this reduced but still large stake fits into broader ownership dynamics and future disclosures.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Ordinary shares | 1,875,000 | $33.90 | $63.56M |
| Sale | Ordinary shares | 437,500 | $33.00 | $14.44M |
| Sale | Ordinary shares | 378,600 | $36.22 | $13.71M |
| Sale | Ordinary shares | 150,000 | $34.98 | $5.25M |
| Sale | Ordinary shares | 2,296,400 | $34.40 | $79.00M |
| Sale | Ordinary shares | 20,000 | $36.25 | $725K |
| Sale | Ordinary shares | 548,479 | $34.51 | $18.93M |
Footnotes (1)
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