PRIMO BRANDS CORPORATION PRMB
CLASS A COM SHS · Common Stock · CUSIP 741623102
- SectorConsumer staples
- IndustryBeverages
- HeadquartersTampa, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($20.3m this quarter). Holder counts are more reliable. Shares outstanding: 362.4m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $24.44. Options: 16 managers hold calls ($114.6m notional), 12 hold puts ($15.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1 |
| Q4 2022 | 1 |
| Q1 2023 | 1 |
| Q2 2023 | 1 |
| Q3 2023 | 1 |
| Q4 2023 | 1 |
| Q1 2024 | 1 |
| Q2 2024 | 2 |
| Q3 2024 | 6 |
| Q4 2024 | 280 |
| Q1 2025 | 350 |
| Q2 2025 | 397 |
| Q3 2025 | 347 |
| Q4 2025 | 356 |
| Q1 2026 | 344 |
| Q2 2026 | 381 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 5 | 0 |
| Q4 2024 | 264 | 3 |
| Q1 2025 | 227 | 122 |
| Q2 2025 | 254 | 157 |
| Q3 2025 | 178 | 243 |
| Q4 2025 | 209 | 175 |
| Q1 2026 | 188 | 162 |
| Q2 2026 | 201 | 162 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $66.4m | $24.7m | 0.37 |
| Q4 2025 | $123.6m | $40.7m | 0.33 |
| Q1 2026 | $104.0m | $36.6m | 0.35 |
| Q2 2026 | $114.6m | $15.9m | 0.14 |
Biggest buyers
| Apollo Management Holdings, L.P. | New | +6.9m |
| DME Capital Management, LP | New | +2.8m |
| DIMENSIONAL FUND ADVISORS LP | Added | +2.3m |
| GOLDMAN SACHS GROUP INC | Added | +2.1m |
| CITADEL ADVISORS LLC | Added | +1.6m |
| Pertento Partners LLP | Added | +1.0m |
| Holocene Advisors, LP | New | +956.7k |
| DEPRINCE RACE & ZOLLO INC | Added | +926.8k |
| Nuveen, LLC | Added | +905.7k |
| Rockefeller Capital Management L.P. | Added | +831.8k |
Biggest sellers
| Point72 Asset Management, L.P. | Reduced | -4.7m |
| Palestra Capital Management LLC | Reduced | -4.4m |
| FMR LLC | Reduced | -4.1m |
| AMERIPRISE FINANCIAL INC | Reduced | -2.1m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -1.6m |
| Madison Avenue Partners, LP | Sold out | -1.3m |
| Boston Partners | Sold out | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.1m |
| TORONTO DOMINION BANK | Reduced | -1.1m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -1.0m |
Biggest calls
| COOPER CREEK PARTNERS MANAGEMENT LLC | Added | $44.4m1.8m shares |
| Caption Management, LLC | Added | $22.2m909.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.2m498.6k shares |
| TORONTO DOMINION BANK | New | $7.3m300.0k shares |
| CITADEL ADVISORS LLC | Added | $7.0m286.8k shares |
| SCOGGIN MANAGEMENT LP | Unchanged | $6.1m250.0k shares |
| IMC-Chicago, LLC | Added | $5.4m219.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.0m82.7k shares |
| GROUP ONE TRADING LLC | Reduced | $1.7m70.3k shares |
| J. Goldman & Co LP | Reduced | $1.7m70.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $5.0m202.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.0m124.1k shares |
| Walleye Capital LLC | Reduced | $1.4m57.6k shares |
| Twin Tree Management, LP | Added | $1.3m55.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0m41.8k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $940.9k38.5k shares |
| GROUP ONE TRADING LLC | Reduced | $774.7k31.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $716.1k29.3k shares |
| IMC-Chicago, LLC | Reduced | $694.1k28.4k shares |
| JANE STREET GROUP, LLC | Added | $496.1k20.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
ORCP III DE TopCo GP, LLC
13D · may seek influence
-4.9 pts · filed 2026-08-10
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: August 2026 Underwriting Agreement & Repurchase Transaction On August 6, 2026, the Issuer, Triton Water Equity Holdings, LP and Morgan Stanley & Co. LLC, acting as underwriter (the "Underwriter"), entered into an Underwriting Agreement (the "August 2026 Underwriting Agreement"), pursuant to which the Underwriter agreed to purchase 20,000,000 shares of Class A Common Stock from Triton Water Equity Holdings, LP, subject to and upon the terms and conditions set forth therein, at a price of $24.37 per share (the "August 2026 Transaction"). On August 7, 2026, the August 2026 Transaction closed. Pursuant to the August 2026 Underwriting Agreement, the Issuer and the Reporting Persons have agreed not to sell or otherwise… Full filing |
26.5% |
| FMR LLC 13G · institution -1.1 pts · filed 2026-08-06 | 6.9% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), VIKING GLOBAL INVESTORS LP (0.0%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $1.5bn | — |
| Q2 2025 | 0 | — | 1 | $1.6bn | — |
| Q3 2025 | 3 | $595.8k | 0 | — | — |
| Q4 2025 | 4 | $3.2m | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $2.0m | 1 | $497.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-10 | FOSS ERIC J Exec. Chair and CEO, director | Bought | $2.0m84.0k shares |
| 2026-08-07 | Lee Tony W Director · See Footnote | Sold | $497.4m20.4m shares |
| 2026-08-07 | Spielvogel Scott +4 10% owner · See Footnote | Sold | $497.4m20.4m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| One Rock Capital Partners, LLC 100.00% of their portfolio | 116.2m $2.8bn | Unchanged |
| FMR LLC 0.03% of their portfolio | 25.0m $611.4m | Reduced -4.1m |
| Sachem Head Capital Management LP 9.02% of their portfolio | 17.8m $434.9m | Added +700.0k |
| SAMLYN CAPITAL, LLC 6.70% of their portfolio | 16.5m $404.1m | Reduced -94.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.87% of their portfolio | 13.1m $319.6m | Reduced -1.0m |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 12.5m $306.2m | Reduced -2.1m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.84% of their portfolio | 11.4m $279.3m | Reduced -1.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 11.3m $277.0m | Added +28.3k |
| BlackRock, Inc. 0.00% of their portfolio | 11.3m $275.4m | Reduced -290.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 10.8m $262.9m | Added +1.1k |
| Allspring Global Investments Holdings, LLC 0.27% of their portfolio | 7.1m $173.0m | Added +3.6k |
| Apollo Management Holdings, L.P. 2.36% of their portfolio | 6.9m $168.3m | New |
| Pertento Partners LLP 11.09% of their portfolio | 6.3m $154.4m | Added +1.0m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 5.7m $139.7m | Reduced -351.7k |
| DEPRINCE RACE & ZOLLO INC 1.95% of their portfolio | 4.8m $116.3m | Added +926.8k |
| KBC Group NV 0.24% of their portfolio | 4.6m $113.2m | Reduced -410.8k |
| Palestra Capital Management LLC 3.82% of their portfolio | 4.6m $112.5m | Reduced -4.4m |
| STATE STREET CORP 0.00% of their portfolio | 4.6m $112.4m | Added +95.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.2m $103.5m | Reduced -67.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.9m $94.6m | Added +2.1m |
| Point72 Asset Management, L.P. 0.14% of their portfolio | 3.7m $90.1m | Reduced -4.7m |
| M.D. Sass, LLC 5.09% of their portfolio | 3.1m $76.8m | Reduced -240.9k |
| NORGES BANK 0.01% of their portfolio | 3.0m $73.4m | Not comparable |
| DME Capital Management, LP 1.77% of their portfolio | 2.8m $69.0m | New |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.8m $68.3m | Added +1.6m |
| Rubric Capital Management LP 0.60% of their portfolio | 2.7m $65.3m | Reduced -110.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.6m $63.9m | Reduced -371.7k |
| Nuveen, LLC 0.01% of their portfolio | 2.5m $60.8m | Added +905.7k |
| UBS Group AG 0.01% of their portfolio | 2.4m $59.2m | Added +398.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.4m $58.8m | Added +2.3m |
| Park West Asset Management LLC 4.02% of their portfolio | 2.4m $58.7m | Reduced -311.5k |
| Clearline Capital LP 3.53% of their portfolio | 2.2m $54.6m | Reduced -47.5k |
| BAMCO INC /NY/ 0.08% of their portfolio | 2.2m $54.0m | Added +24.8k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 2.0m $49.4m | Added +103.9k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $48.7m | Reduced -977.6k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 2.0m $48.6m | Added +86.3k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 2.02% of their portfolio | 2.0m $48.5m | Added +197.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.0m $47.7m | Added +166.9k |
| Senator Investment Group LP 1.43% of their portfolio | 1.6m $39.3m | Not comparable |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.6m $37.9m | Added +12.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.4m $34.2m | Reduced -126.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.4m $33.8m | Reduced -1.1m |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1.40% of their portfolio | 1.4m $33.7m | Reduced -20.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.22% of their portfolio | 1.4m $33.3m | Reduced -14.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $32.3m | Added +86.5k |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 1.2m $30.1m | Added +831.8k |
| Simcoe Capital Management, LLC 5.83% of their portfolio | 1.2m $30.0m | Reduced -198.1k |
| BWCP, LP 4.27% of their portfolio | 1.2m $29.9m | Added +48.3k |
| Legal & General Group Plc 0.01% of their portfolio | 1.2m $28.9m | Added +91.7k |
| Tidal Investments LLC 0.07% of their portfolio | 1.2m $28.1m | Added +798.5k |
| Alyeska Investment Group, L.P. 0.07% of their portfolio | 1.1m $27.6m | Reduced -492.0k |
| Clarkston Capital Partners, LLC 2.30% of their portfolio | 1.1m $27.3m | Reduced -200.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.1m $26.9m | Added +325.6k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.1m $26.3m | Added +380.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 974.5k $23.8m | Added +305.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 956.9k $23.4m | Reduced -133.6k |
| Holocene Advisors, LP 0.05% of their portfolio | 956.7k $23.4m | New |
| HEARTLAND ADVISORS INC 1.02% of their portfolio | 938.3k $22.9m | Added +62.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 897.7k $21.9m | Added +35.3k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 1.47% of their portfolio | 875.8k $21.4m | Added +29.9k |
| HRT FINANCIAL LP 0.05% of their portfolio | 860.7k $21.0m | Added +64.4k |
| TUDOR INVESTMENT CORP ET AL 0.08% of their portfolio | 796.9k $19.5m | Added +766.9k |
| Squarepoint Ops LLC 0.04% of their portfolio | 761.6k $18.6m | Added +313.5k |
| PALISADE CAPITAL MANAGEMENT, LP 0.73% of their portfolio | 683.5k $16.7m | Reduced -761.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 681.3k $16.7m | Added +456.6k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 4.06% of their portfolio | 675.4k $16.5m | Added +86.8k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1.04% of their portfolio | 657.2k $16.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 632.9k $15.5m | Reduced -312.3k |
| Bayberry Capital Partners LP 5.17% of their portfolio | 614.0k $15.0m | Reduced -126.7k |
| Zimmer Partners, LP 0.33% of their portfolio | 575.0k $14.1m | Reduced -142.0k |
| Quantinno Capital Management LP 0.02% of their portfolio | 568.6k $13.9m | Added +295.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 547.7k $13.4m | Added +127.8k |
| Verition Fund Management LLC 0.09% of their portfolio | 540.0k $13.2m | Added +280.0k |
| Aberdeen Group plc 0.02% of their portfolio | 532.6k $13.0m | Reduced -218.5k |
| Eurizon Capital SGR S.p.A. 0.03% of their portfolio | 503.5k $12.3m | Added +124.8k |
| Caption Management, LLC 0.43% of their portfolio | 494.7k $12.1m | Added +324.5k |
| Swiss National Bank 0.01% of their portfolio | 473.7k $11.6m | Added +3.3k |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.35% of their portfolio | 470.9k $11.5m | Reduced -11.6k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 415.5k $10.2m | Added +388.6k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.20% of their portfolio | 405.0k $9.9m | Reduced -126.1k |
| Aperture Investors, LLC 1.04% of their portfolio | 400.7k $9.8m | Added +134.2k |
| CastleKnight Management LP 0.36% of their portfolio | 398.6k $9.7m | Added +71.0k |
| CORBYN INVESTMENT MANAGEMENT INC/MD 2.75% of their portfolio | 390.1k $9.5m | Reduced -401 |
| Aristotle Capital Boston, LLC 0.63% of their portfolio | 383.2k $9.4m | Reduced -22.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 381.3k $9.3m | Added +3.9k |
| J. Goldman & Co LP 0.32% of their portfolio | 366.7k $9.0m | Reduced -151.0k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.04% of their portfolio | 360.7k $8.8m | Reduced -14.4k |
| STRS OHIO 0.03% of their portfolio | 347.5k $8.5m | Added +341.5k |
| SCOPIA CAPITAL MANAGEMENT LP 7.29% of their portfolio | 333.2k $8.1m | Reduced -132.9k |
| Invesco Ltd. 0.00% of their portfolio | 303.6k $7.4m | Reduced -1.2k |
| Bullseye Asset Management LLC 3.76% of their portfolio | 302.9k $7.4m | Added +2.4k |
| BARCLAYS PLC 0.00% of their portfolio | 297.1k $7.3m | Added +52.1k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.44% of their portfolio | 278.8k $6.8m | Added +161.6k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.12% of their portfolio | 278.7k $6.8m | Added +207.7k |
| One Fin Capital Management LP 2.35% of their portfolio | 275.0k $6.7m | Added +125.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 273.5k $6.7m | Reduced -6.7k |
| Lighthouse Investment Partners, LLC 0.20% of their portfolio | 258.1k $6.3m | Added +152.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 250.9k $6.0m | New |
| XTX Topco Ltd 0.07% of their portfolio | 236.0k $5.8m | Reduced -105.5k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 232.7k $5.7m | Added +40.8k |