Whitney Tilson's Daily
A closer look at Primo Brands
Today, I'm continuing my series of looking at the five stocks David Einhorn of Greenlight Capital added to his portfolio last quarter... One of them is bottled-water company Primo Brands (PRMB). Here's how David summarized the company in his second-quarter shareholder letter: Primo Brands (PRMB) provides bottled water through the retail channel as well as water delivery to homes and businesses. Its brands include Poland Spring, Pure Life, Mountain Valley and Saratoga. Following its merger with competitor BlueTriton Brands, integration challenges weighed on results and contributed to a material decline in the stock price. We believe these issues are temporary […]
September 4, 2026
|Whitney Tilson