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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
+0.95%
1 Year Est. Return
+34.3%
3 Year Est. Return
-7.18%
5 Year Est. Return
+21.6%
10 Year Est. Return
–
AUM
$8.15B
AUM Growth
+$2.57B
Cap. Flow
+$2.4B
Cap. Flow %
29.4%
Top 10 Hldgs %
100%
Holding
5
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
MH
McGraw Hill
MH
+$2.4B

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 61.12%
2 Consumer Staples 25.43%
3 Industrials 13.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
INGM
1
Ingram Micro Holding
INGM
$6.38B
$4.53B 55.63%
210,952,854
– –
2024 Q4
3 quarters
MH
2
McGraw Hill
MH
$2.56B
$2.07B 25.43%
+165,160,216
New +$2.4B
2025 Q3
0 quarters
CTOS icon
3
Custom Truck One Source
CTOS
$2.1B
$1.01B 12.35%
156,743,635
– –
2021 Q2
17 quarters
IMXI icon
4
International Money Express
IMXI
$383M
$447M 5.49%
32,016
– –
2021 Q3
16 quarters
RYZ
5
Ryerson Holding Corp
RYZ
$1.36B
$89.7M 1.1%
3,924,478
– –
2019 Q4
23 quarters

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Platinum Equity Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Equity Advisors held 5 positions worth $8.15B, up 46% from $5.58B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Platinum Equity Advisors deployed $2.4B of net new capital in Q3 2025, opening 1 new position. Its largest new stake was McGraw Hill: 165,160,216 shares worth $2.07B.

By sector, the portfolio is most concentrated in Technology at 61% of assets, down from 85% a quarter earlier, followed by Consumer Staples and Industrials.

  • Platinum Equity Advisors's largest Q3 2025 buy was McGraw Hill: 165,160,216 shares worth $2.07B.
  • Platinum Equity Advisors's ten largest holdings make up 100% of its $8.15B portfolio in Q3 2025.
  • Platinum Equity Advisors opened 1 new position and closed 0 in Q3 2025.
  • Platinum Equity Advisors's portfolio value rose 46% quarter-over-quarter to $8.15B.

Based on Platinum Equity Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.