We are live on ! Find out more
PEA

Platinum Equity Advisors Portfolio holdings

AUM $8.96B
1-Year Est. Return 34.3%
This Fund
S&P 500
This Quarter Est. Return
-9.11%
1 Year Est. Return
+34.3%
3 Year Est. Return
-7.18%
5 Year Est. Return
+21.6%
10 Year Est. Return
–
AUM
$5.54B
AUM Growth
+$4.36B
Cap. Flow
+$4.74B
Cap. Flow %
85.4%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
–
Avg Time Held
11.8 quarters
Top 10 Avg Time Held
11.8 quarters
Top 20 Avg Time Held
11.8 quarters

Top Buys

Rank Stock Value
1
INGM
Ingram Micro Holding
INGM
+$4.74B

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 85.8%
2 Industrials 14.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
INGM
1
Ingram Micro Holding
INGM
$6.38B
$4.09B 73.77%
+210,952,854
New +$4.74B
2024 Q4
0 quarters
CTOS icon
2
Custom Truck One Source
CTOS
$2.1B
$715M 12.89%
148,600,000
– –
2021 Q2
14 quarters
IMXI icon
3
International Money Express
IMXI
$383M
$667M 12.03%
32,016
– –
2021 Q3
13 quarters
RYZ
4
Ryerson Holding Corp
RYZ
$1.36B
$72.6M 1.31%
3,924,478
– –
2019 Q4
20 quarters

Similar funds

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
IMRF
Illinois Municipal Retirement Fund Oak Brook, Illinois $8.87B AUM 36.45% 1-Year Est. Return

Platinum Equity Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Platinum Equity Advisors held 4 positions worth $5.54B, up 369% from $1.18B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Platinum Equity Advisors deployed $4.74B of net new capital in Q4 2024, opening 1 new position. Its largest new stake was Ingram Micro Holding: 210,952,854 shares worth $4.09B.

By sector, the portfolio is most concentrated in Technology at 86% of assets, up from 50% a quarter earlier, followed by Industrials.

  • Platinum Equity Advisors's largest Q4 2024 buy was Ingram Micro Holding: 210,952,854 shares worth $4.09B.
  • Platinum Equity Advisors's ten largest holdings make up 100% of its $5.54B portfolio in Q4 2024.
  • Platinum Equity Advisors opened 1 new position and closed 0 in Q4 2024.
  • Platinum Equity Advisors's portfolio value rose 369% quarter-over-quarter to $5.54B.

Based on Platinum Equity Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.