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PE

Platinum Equity Portfolio holdings

AUM $32M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
+25.11%
1 Year Est. Return
+12.42%
3 Year Est. Return
+52.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$51.3M
AUM Growth
+$8.14M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 58.13%
2 Consumer Discretionary 41.33%
3 Miscellaneous 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UWMC icon
1
UWM Holdings
UWMC
$2.37B
$29.8M 58.13%
4,894,101
– –
AMBP icon
2
Ardagh Metal Packaging
AMBP
$3.09B
$21.2M 41.33%
5,311,164
– –
UWMC.WS
3
DELISTED
UWM Holdings Warrants
UWMC.WS
$278K 0.54%
2,015,219
– –

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Platinum Equity's Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Equity held 3 positions worth $51.3M, up 19% from $43.1M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Platinum Equity opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 58% of assets, up from 47% a quarter earlier, followed by Consumer Discretionary and Miscellaneous.

  • Platinum Equity's ten largest holdings make up 100% of its $51.3M portfolio in Q3 2025.
  • Platinum Equity opened 0 new positions and closed 0 in Q3 2025.
  • Platinum Equity's portfolio value rose 19% quarter-over-quarter to $51.3M.

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