Skye Global Management LP PRMB — PRIMO BRANDS CORPORATION

Ownership history in Skye Global Management LP  ·  4 quarters on record

AI Ownership Summary

Skye Global Management LP reported PRIMO BRANDS CORPORATION (PRMB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.2% in 2024 Q4. The latest visible filing shows PRMB at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Skye Global Management LP's position in PRIMO BRANDS CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PRMB was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRMB stock page Skye Global Management LP fund profile Skye Global Management LP full holdings
How Skye Global Management LP held PRMB — position size vs. price
% of Fund (quarterly)    PRMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 388,500 +133,500 +52.4% 0.12% $6.4M 2026-02-14 (Est.) $18.66
2025 Q3 ADDED — — — 255,000 +202,500 +385.7% 0.11% $5.6M 2025-11-14 $16.22
2025 Q1 REDUCED 97.2% -16.3% ✅ 52,500 -1,812,500 -97.2% 0.05% $1.9M 2025-05-15 $31.54
2024 Q4 INITIATED — — — 1,865,000 — — 1.20% $57.4M 2025-02-14 $32.43

🏢 Other funds also holding PRMB

As of 2026 Q1 — sorted by position size

CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 2.45% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.36% Aurora Investment Counsel 3Y 7Y 1.21% Tacita Capital Inc 3Y 0.89% HEARTLAND ADVISORS INC 3Y 7Y 0.84% WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3Y 7Y 0.81% Oak Thistle LLC 3Y 0.47% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.32% KBC Group NV 3Y 7Y 0.24% Allspring Global Investments Holdings, LLC 3Y 0.22%

FAQ About Skye Global Management LP and PRMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Skye Global Management LP reported owning PRMB?

Skye Global Management LP reported PRMB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PRMB position in Skye Global Management LP's portfolio?

The largest reported portfolio weight for PRMB was 1.20% in 2024 Q4.

What is the latest reported PRMB position on this page?

The most recent filing on this page is 2025 Q4, when Skye Global Management LP reported 388,500 shares, equal to 0.12% of portfolio, with an estimated market value of $6.4M.

What does the chart on this PRMB ownership page compare?

The chart compares Skye Global Management LP's quarterly PRMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Skye Global Management LP time their PRMB position?

Based on 13F filing dates vs. subsequent PRMB price moves, Skye Global Management LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PRMB relative to SPY over the holding period was -49.2%.

← Back to Skye Global Management LP Holdings