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PEA

Platinum Equity Advisors Portfolio holdings

AUM $8.96B
1-Year Est. Return 31.4%
This Fund
S&P 500
This Quarter Est. Return
+9.03%
1 Year Est. Return
+31.4%
3 Year Est. Return
-20.94%
5 Year Est. Return
+3.58%
10 Year Est. Return
–
AUM
$8.23B
AUM Growth
+$526M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 54.71%
2 Consumer Staples 33.12%
3 Industrials 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INGM
1
Ingram Micro Holding
INGM
$6.41B
$4.5B 54.71%
210,952,854
– –
MH
2
McGraw Hill
MH
$2.63B
$2.73B 33.12%
165,160,216
– –
CTOS icon
3
Custom Truck One Source
CTOS
$2.22B
$903M 10.97%
156,743,635
– –
RYZ
4
Ryerson Holding Corp
RYZ
$1.26B
$98.7M 1.2%
3,924,478
– –
IMXI icon
5
International Money Express
IMXI
$429M
$492K 0.01%
32,016
– –

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Platinum Equity Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Platinum Equity Advisors held 5 positions worth $8.23B, up 6.8% from $7.7B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Platinum Equity Advisors opened no new positions and made no exits, leaving the 5-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 55% of assets, down from 59% a quarter earlier, followed by Consumer Staples and Industrials.

  • Platinum Equity Advisors's ten largest holdings make up 100% of its $8.23B portfolio in Q4 2025.
  • Platinum Equity Advisors opened 0 new positions and closed 0 in Q4 2025.
  • Platinum Equity Advisors's portfolio value rose 6.8% quarter-over-quarter to $8.23B.

Based on Platinum Equity Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.