Perimeter Solutions (PRM): WindAcre funds disclose 9.9% ownership stake in 13G/A filing
WindAcre Partnership LLC, its Master Fund, and Snehal Rajnikant Amin filed an amended Schedule 13G/A for Perimeter Solutions (PRM). The Master Fund reports 16,148,621 shares of PRM common stock, about 9.9% of 163,127,063 shares outstanding as of May 1, 2026, with shared voting and dispositive power.
How this was made
The 30-second read
Why it matters
The market may reprice PRM based on the size of the disclosed stake and potential influence, but the text provides no explicit activism, board action, or transaction plan.
Market read
Traders may monitor PRM for follow-on ownership changes, potential 13D conversion, or governance-related developments after a near-10% stake disclosure.
What to watch
Shared voting and shared dispositive power are disclosed, but the filing disclaims beneficial ownership beyond directly held shares, reducing certainty about control.
Background
The filing is an amended Schedule 13G/A under Section 13(d), reporting beneficial ownership of Perimeter Solutions common stock by WindAcre entities and Snehal Rajnikant Amin.
Ticker impact
WindAcre Partnership and its Master Fund filed an amended Schedule 13G/A showing 16,148,621 shares, or 9.9%, of Perimeter Solutions outstanding.
Likely modest, two-sided reaction unless follow-on filings or activism signals emerge.
The article is a primary SEC ownership disclosure (Schedule 13G/A) with a sizable stake, but it does not state intent to control, pursue a transaction, or change strategy.
Market effects
Limited sector read-through; this is company-specific ownership disclosure rather than an industry catalyst.
None indicated.
None indicated.
Counterpoint
A 13G/A can reflect passive or investment intent, so the stake may not translate into actionable governance pressure.
Key entities
- issuerPerimeter Solutions, Inc.
Subject of the Schedule 13G/A amendment reporting WindAcre’s 9.9% beneficial ownership stake.
- reporting_personWindAcre Partnership LLC
One of the reporting persons in the amended Schedule 13G/A.
- reporting_personWindAcre Partnership Master Fund LP
Directly holds 16,148,621 shares, representing 9.9% of outstanding shares.
- reporting_personSnehal Rajnikant Amin
Named as a reporting person and described as WindAcre’s managing member and principal beneficial owner.
