PRMB
Primo Brands Corporation · Consumer Defensive · Beverages - Non-Alcoholic
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 110 | +6 | 143.82M | $3.52B | +14 | −7 |
| Q1 2026 | 106 | -1 | 142.88M | $2.69B | +8 | −10 |
| Q4 2025 | 108 | -5 | 189.82M | $3.10B | +2 | −6 |
| Q3 2025 | 22 | -2 | 119.22M | $2.63B | +1 | −4 |
| Q2 2025 | 22 | 0 | 101.48M | $3.01B | +1 | −1 |
| Q1 2025 | 19 | +4 | 31.08M | $1.10B | +4 | — |
| Q4 2024 | 15 | +14 | 14.87M | $457.66M | +14 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 4.03M | — | $124.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.48M | Nuevo | $107.02M | 0.0% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.48M | Nuevo | $107.02M | 0.0% | New | 1 | SEC ↗ |
| 4 | Third Point ✦ | 2.40M | Nuevo | $73.85M | 1.0% | New | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.41M | Nuevo | $43.41M | 0.0% | New | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.41M | Nuevo | $43.41M | 0.0% | New | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.41M | Nuevo | $43.41M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.41M | Nuevo | $43.41M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.41M | Nuevo | $43.41M | 0.0% | New | 1 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 1.18M | Nuevo | $36.29M | 0.1% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 731.30K | Nuevo | $22.50M | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 731.30K | Nuevo | $22.50M | 0.0% | New | 1 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 601.23K | Nuevo | $18.50M | 0.0% | New | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 345.74K | Nuevo | $10.64M | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 345.74K | Nuevo | $10.64M | 0.0% | New | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 254.69K | Nuevo | $7.84M | 0.0% | New | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 234.94K | Nuevo | $7.23M | 0.0% | New | 1 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 70.17K | Nuevo | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 67.52K | Nuevo | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 67.52K | Nuevo | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 67.52K | Nuevo | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 67.52K | Nuevo | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 29.00K | Nuevo | $892,330 | 0.0% | New | 1 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 25.90K | Nuevo | $796,943 | 0.0% | New | 1 | SEC ↗ |
| 25 | Arrowstreet Capital ✦ | 10.12K | Nuevo | $311,515 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Geode Capital Management | $107.02M | 0.0% |
| Geode Capital Management | $107.02M | 0.0% |
| Third Point | $73.85M | 1.0% |
| Wellington Management | $43.41M | 0.0% |
| Wellington Management | $43.41M | 0.0% |
| Wellington Management | $43.41M | 0.0% |
| Wellington Management | $43.41M | 0.0% |
| Wellington Management | $43.41M | 0.0% |
| Renaissance Technologies | $36.29M | 0.1% |
| Citadel Advisors | $22.50M | 0.0% |
| Citadel Advisors | $22.50M | 0.0% |
| Norges Bank | $18.50M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 341 tenedores, 393.85M acciones, $7.25B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Officer, Director · Exec. Chair and CEO · 83.90K acc. @ 23.80 · $2.00M
Officer, Director · Exec. Chair and CEO · 100 acc. @ 24.30 · $2,430
Ventas en mercado abierto (S)
Director, 10% owner · 20.41M acc. · $497.40M
10% owner · 20.41M acc. · $497.40M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
26.5% de clase · Ver presentación original ante la SEC ↗