Platinum Equity Advisors, LLC/DE

CIK 1803274 · View on SEC EDGAR ↗

Portfolio value
$9.0B
#529 of 9,443 by 13F value · top 5.6%
Positions
6
As of
June 30, 2026

Portfolio value QoQ: +0.9% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
5
Effective number of positions
2.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $538,676,429

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
1
Closed
0
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+37.7%
S&P 500 total return (same window)
+28.1%
Excess return
+9.7%

Annualized: +23.9% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
75.0%
Diversified Consumer Services
14.6%
Technology
9.3%
Materials
1.1%
Financial Services
0.0%

Full portfolio 6 positions

Type Streak 8Q trend
INGM Ingram Micro Holding Corporation Common Stock $4,867,901,130 54.34% 177,466,319 $273,394,279 Down ×2
CTOS Custom Truck One Source, Inc. Common Stock $1,851,142,329 20.66% 156,743,635 $821,336,647
MH McGraw Hill, Inc. Common Stock $1,304,765,706 14.57% 165,160,216 $-957,929,253
GPGI GPGI, Inc. Class A Common Stock $837,351,648 9.35% 52,829,757 $-66,037,197
RYZ Ryerson Holding Corporation Common Stock $96,581,404 1.08% 3,924,478 $8,359,139
IMXI International Money Express, Inc. - Common Stock $462,631 0.01% 32,016 $-43,222

Top movers (QoQ)

Security Action Shares Δ Value Δ
MH Price move only +0 -$957.9M
CTOS Price move only +0 +$821.3M
INGM Trimmed -19.6M +$273.4M
GPGI Price move only +0 -$66.0M
RYZ Price move only +0 +$8.4M
IMXI Price move only +0 -$43K