Ensemble Capital's position in Perimeter Solutions SA is currently worth $76.7M. That's 5.73% of their entire equity portfolio (7th largest holding). The investor owns 4.04% of the outstanding Perimeter Solutions SA stock. The first Perimeter Solutions SA trade was made in Q2 2022. Since then Ensemble Capital bought shares six more times and sold shares on three occasions. The stake costed the investor $24.3M, netting the investor a gain of 216% so far.
Our best performing stock this quarter is the anthesis of a mega cap tech stock: Perimeter Solutions. Click here for our investment thesis on PRM stock.