PLATINUM EQUITY, LLC
CIK
1228754
Location
Beverly Hills, CA
Portfolio Value
Micro
$34,872,852
Diversification
Highly concentrated
Filing Date
Global Rank
#7,129
/ 8,420
▼ 604
Top Industry
Packaging & Containers
62.4%
3Y Alpha vs SPY
-15.5%
Period ended 6 months ago
Filed Feb 17, 2026 · 4mo
16 quarters · since Mar 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+19.3%
SPY
+76.3%
Annualised alpha
-14.8%
Max drawdown
−34.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
62.4%
+4.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,310
Highly concentrated+167
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 62.4% | $21,775,772 |
| Financial Services | 37.6% | $13,097,080 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UWMC | UWM Holdings Corp | −1,903,900 | 2,990,201 | $13,097,080 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$34,872,852 total
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMBP |
Ardagh Metal Packaging S.A.
Consumer Cyclical
|
Held | 5,311,164 | $21,775,772 | 62.44% | |
| UWMC |
UWM Holdings Corp
Financial Services
|
Reduced | 2,990,201 | $13,097,080 | 37.56% |