Platinum Equity Advisors, LLC/DE (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $8,879,124,455 · 6 positions · top-10 100.0%
· SEC filing history →
13FScore 56/100 — cloning their disclosed top holdings over ~4.6y returned +7%/yr vs S&P +11%/yr (alpha -3%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| $GPGI · GPGI INC | 10.2% | $903,388,845 | High | |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| $INGM · INGRAM MICRO HLDG CORP | 51.7% | Global IT product distribution |
| $MH · MCGRAW HILL INC | 25.5% | Educational publishing and learning platforms |
| $CTOS · CUSTOM TRUCK ONE SOURCE INC | 11.6% | Specialty truck and equipment rental/sales |
| $GPGI · GPGI INC | 10.2% | |
| $RYZ · RYERSON HLDG CORP | 1.0% | Metals processing and distribution |
| $IMXI · INTERNATIONAL MNY EXPRESS IN | 0.0% | Cross-border money remittance (Intermex) |