PLATINUM EQUITY, LLC
CIK
1228754
Location
Beverly Hills, CA
Portfolio Value
Micro
$32,334,741
Diversification
Highly concentrated
Filing Date
Global Rank
#7,326
/ 8,586
▲ 34
Top Industry
Packaging & Containers
66.5%
3Y Alpha vs SPY
-16.1%
Period ended 3 months ago
Filed May 15, 2026 · 33d
17 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
+16.2%
SPY
+78.1%
Annualised alpha
-16.1%
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 Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
66.5%
+4.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,546
Highly concentrated+236
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 66.5% | $21,510,214 |
| Financial Services | 33.5% | $10,824,527 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
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 ·
$32,334,741 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UWMC |
UWM Holdings Corp
Financial Services
|
Held | 2,990,201 | $10,824,527 | 33.48% | |
| AMBP |
Ardagh Metal Packaging S.A.
Consumer Cyclical
|
Held | 5,311,164 | $21,510,214 | 66.52% |