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PEA

Platinum Equity Advisors Portfolio holdings

AUM $8.96B
1-Year Est. Return 34.3%
This Fund
S&P 500
This Quarter Est. Return
+14.89%
1 Year Est. Return
+34.3%
3 Year Est. Return
-7.18%
5 Year Est. Return
+21.6%
10 Year Est. Return
–
AUM
$5.58B
AUM Growth
+$680M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
13.8 quarters
Top 10 Avg Time Held
13.8 quarters
Top 20 Avg Time Held
13.8 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 84.6%
2 Industrials 15.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
INGM
1
Ingram Micro Holding
INGM
$6.38B
$4.4B 78.81%
210,952,854
– –
2024 Q4
2 quarters
CTOS icon
2
Custom Truck One Source
CTOS
$2.1B
$774M 13.88%
156,743,635
– –
2021 Q2
16 quarters
IMXI icon
3
International Money Express
IMXI
$383M
$323M 5.79%
32,016
– –
2021 Q3
15 quarters
RYZ
4
Ryerson Holding Corp
RYZ
$1.36B
$84.7M 1.52%
3,924,478
– –
2019 Q4
22 quarters

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Platinum Equity Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Platinum Equity Advisors held 4 positions worth $5.58B, up 14% from $4.9B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Platinum Equity Advisors opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 85% of assets, down from 85% a quarter earlier, followed by Industrials.

  • Platinum Equity Advisors's ten largest holdings make up 100% of its $5.58B portfolio in Q2 2025.
  • Platinum Equity Advisors opened 0 new positions and closed 0 in Q2 2025.
  • Platinum Equity Advisors's portfolio value rose 14% quarter-over-quarter to $5.58B.

Based on Platinum Equity Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.