SEC 13F Intelligence

Davidson Kahn Capital Management, LLC / PRM

Davidson Kahn Capital Management, LLC’s Perimeter Solutions Inc Position

Does Davidson Kahn Capital Management, LLC own Perimeter Solutions Inc (PRM)? Yes — 270.8K shares worth $7M (+3.52% of its 13F portfolio) as of Q1 2026, down from 289.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
270.8K
% of Portfolio
+3.52%
Quarters Held
6
currently held

Position History PRM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026270.8K$7M+3.52%
Q4 2025289.7K$8M+4.14%
Q3 2025289.5K$6M+3.61%
Q2 2025290.5K$4M+2.60%
Q1 2025271.6K$3M+2.10%
Q4 2024165.4K$2M+1.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davidson Kahn Capital Management, LLC’s full portfolio or all institutional holders of PRM.