Platinum Equity Advisors, LLC/DE

CIK 0001803274 · Q1 2026

13F Equity AUM

$8.9B

+7.9% QoQ

Positions

+1 QoQ

AUM Rank

#696

Top 6%

Skill Alpha (FF)

-4.9%/yr^ns

No Clear Edge

Rank #7,364 · Top 90%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

INGM51.7%

MH25.5%

CTOS11.6%

GPGI10.2%

RYZ1.0%

IMXI0.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology51.8%

Consumer Defensive26.5%

Industrials21.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 10.89%Avg: 16.67%

0–0.5%

1(0.0%)

0.5–1%

1(1.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

4(99.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 6Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

STATE STREET CORP

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

MORGAN STANLEY

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.2%

BANK OF AMERICA CORP /DE/

0.1%

JPMORGAN CHASE & CO

0.1%

FMR LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New1Increased0Decreased1Exited0

New Positions

GPGI10.2%

+52.8M

Decreased

INGM51.7%

-13,848,313(-7%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...