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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
-6.62%
1 Year Est. Return
+12.42%
3 Year Est. Return
+52.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$32.3M
AUM Growth
-$2.54M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 66.52%
2 Financials 33.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMBP icon
1
Ardagh Metal Packaging
AMBP
$3.12B
$21.5M 66.52%
5,311,164
– –
UWMC icon
2
UWM Holdings
UWMC
$2.36B
$10.8M 33.48%
2,990,201
– –

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Platinum Equity's Q1 2026 Portfolio in Review

As of Q1 2026, Platinum Equity held 2 positions worth $32.3M, down 7.3% from $34.9M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Platinum Equity opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 67% of assets, up from 62% a quarter earlier, followed by Financials.

  • Platinum Equity's ten largest holdings make up 100% of its $32.3M portfolio in Q1 2026.
  • Platinum Equity opened 0 new positions and closed 0 in Q1 2026.
  • Platinum Equity's portfolio value fell 7.3% quarter-over-quarter to $32.3M.

Based on Platinum Equity's 13F filing for Q1 2026, filed 15 May 2026.