SC 13G/A: Perimeter Solutions, SA

AI Summary

SC 13G/A filing by Perimeter Solutions, SA.

Risk Assessment

Risk Level: low

Key Financial Figures

• $1.00 — uer) Ordinary Shares, nominal value of $1.00 per share (Title of Class of Securiti

Filing Documents

• dp206578_sc13ga-3.htm (SC 13G/A) — 67KB
• 0000950103-24-002123.txt ( ) — 69KB

(a). Name of Issuer

Item 1(a). Name of Issuer: PERIMETER SOLUTIONS, SA

(b). Address of Issuer’s Principal Executive Offices

Item 1(b). Address of Issuer’s Principal Executive Offices: 12E rue Guillaume Kroll, L-1882 Luxembourg, Grand Duchy of Luxembourg, 352 2668 62-1

(a). Name of Person Filing

Item 2(a). Name of Person Filing: This Schedule 13G is jointly filed by MWG GP LLC, Meritage Group LP, and Meritage Fund LLC.

(b). Address of Principal Business Office or, if None, Residence

Item 2(b). Address of Principal Business Office or, if None, Residence: The principal business address of MWG GP LLC, Meritage Group LP and Meritage Fund LLC is One Ferry Building, Suite 375, San Francisco, CA 94111.

(c). Citizenship

Item 2(c). Citizenship: Please refer to Item 4 on each cover sheet for each reporting person.

(d). Title of Class of Securities

Item 2(d). Title of Class of Securities: Ordinary Shares, nominal value of $1.00 per share.

(e). CUSIP Number

Item 2(e). CUSIP Number: L7579L106

If this Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a

Item 3. If this Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o); (b) Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c); (c) Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c); (d) Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); (e) An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G); (h) A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) Group, in accordance with §240.13d-1(b)(1)(ii)(J).

Ownership

Item 4. Ownership. Provide the following information regarding the aggregate number and percentage of the class of securities of issuer identified in Item 1. (a) Amount beneficially owned: Please refer to Item 9 on each cover sheet for each reporting person. (b) Percent of class: Please refer to Item 11 on each cover sheet for each reporting person. The percentages reported herein are based on 152,784,298 Ordinary Shares of the Issuer outstanding as of November 6, 2023, as reported in the Issuer’s Form 10-Q filed November 9, 2023. (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: Please refer to Item 5 on each cover sheet for each reporting person. (ii) Shared power to vote or to direct the vote: Please refer to Item 6 on each cover sheet for each reporting person. (iii) Sole power to dispose or to direct the disposition of: Please refer to Item 7 on each cover sheet for each reporting person. (iv) Shared power to dispose or to direct the disposition of: Please refer to Item 8 on each cover sheet for each reporting person.

Ownership of Five Percent or Less of a Class

Item 5. Ownership of Five Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

Ownership of More than Five Percent on Behalf of Another Person

Item 6. Ownership of More than Five Percent on Behalf of Another Person. None. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company. Not Applicable.

Identification and Classification of Members of the Group

Item 8. Identification and Classification of Members of the Group. Not Applicable.

Notice of Dissolution of Group

Item 9. Notice of Dissolution of Group. Not applicable.

Certifications

Item 10. Certifications. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. MWG GP LLC February 13, 2024 (Date) /s/ Travis Jordan (Signature) Travis Jordan, Chief Financial Officer (Name/Title) Meritage Group LP By: MWG GP LLC, its general partner February 13, 2024 (Date) /s/ Travis Jordan (Signature) Travis Jordan, Chief Financial Officer (Name/Title) Meritage Fund LLC February 13, 2024 (Date) /s/ Travis Jordan (Signature) Travis Jordan, Chief Financial Officer (Name/Title) Exhibit A JOINT FILING AGREEMENT In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), each of the undersigned hereby agrees that (i) a statement on Schedule 13G (including amendments thereto) with respect to Ordinary Shares, nominal value of $1.00 per share, in PERIMETER SOLUTIONS, SA, a public company limited by shares (société anonyme) governed by the laws of the Grand Duchy of Luxembourg, filed herewith shall be filed on behalf of each of the undersigned, and (ii) this Joint Filing Agreement shall be included as an exhibit to such joint filing, provided that, as provided by Section 13d-1(k)(ii) of the Exchange Act, no person shall be responsible for the completeness and accuracy of the information concerning the other person making the filing unless such person knows or has reason to believe such information is inaccurate. This Joint Filing Agreement may be executed in an