Letters by company
Perimeter Group Inc.
2 letters discussing PRM. Everything written about it on this site is on its ticker page.
- EdgePoint Wealth Management Pounding the rock – 1st quarter, 2026 EdgePoint Credit Portfolios used renewed credit-market volatility to add high-yield securities after years of watchlist work. Perimeter Solutions became a core example: the team bought its bonds after weak fire seasons and competitive fears, betting on PHOS-CHEK’s entrenched position, cost actions and eventual normalization of wildfire demand. 1st quarter, 2026 PRM $4.7BTDG $66B
- Conestoga Capital Advisors 2Q26 Quarterly Commentary Conestoga attributes its lag to a concentrated AI and high-beta rally, while retaining a quality-growth posture and expecting leadership to broaden as supply constraints ease and monetary policy tightens. It added energy and power-infrastructure names including Kodiak Gas Services, Magnolia Oil & Gas and Perimeter Solutions, and exited BlackLine, CCC Intelligent Solutions and other positions. 2Q26 AAON $6.6BAORT $941MBCPC $5.5B
