Perimeter Solutions (PR) in Weitz Partners III Opportunity Fund Q1 2024

Leading Provider of Fire Safety Solutions

Apr 15, 2025

Summary

Strong performance driven by market leadership in fire safety solutions.
Benefited from competitor's withdrawal from the market.
Faces potential regulatory and competitive challenges.
Top-performing stock in the fund for the quarter.

Perimeter Solutions SA (PR, Financial) was the top-performing stock in Wally Weitz's Weitz Partners III Opportunity Fund 1st-Quarter Letter 2024 Q1, with a remarkable 61% gain. The company's market leadership in fire safety solutions was bolstered by a competitor's withdrawal, enhancing its strategic position.

"Perimeter Solutions’ market leadership and strategic positioning in fire safety solutions make it a standout performer in our portfolio..." — Wally Weitz, Weitz Partners III Opportunity Fund, Q1 2024 Fund Letter

Read full letter at gurufocus Wally Weitz's Weitz Partners III Opportunity Fund 1st-Quarter Letter 2024 Q1 page.

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