Platinum Equity Advisors, LLC holds a concentrated book of 6 stocks worth $9.0B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Ingram Micro Holding Corp. Their largest long position is Ingram Micro Holding Corp at 54% of the equity book.
Top-heavy: concentrated book
Excluding Ingram Micro Holding Corp (54% of the book), the rest is a concentrated book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Platinum Equity Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Towle & Co | 2 / 6 | $12.3M |
| Invenomic Capital Management LP | 2 / 6 | $46.6M |
| Varcov Co. | 3 / 6 | $4.2M |
| Alyeska Investment Group, L.P. | 3 / 6 | $408.2M |
| Dynamic Technology Lab Private Ltd | 2 / 6 | $3.1M |
| Alberta Investment Management Corp | 2 / 6 | $100.0M |
| Occudo Quantitative Strategies LP | 2 / 6 | $9.7M |
| Diametric Capital, LP | 2 / 6 | $4.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Platinum Equity Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ingram Micro Hldg Corp COM | $4.9B | 177.47M | 54.3% | ▼−10.0% Reduced · −19.6M sh | |
| 2 | Custom Truck One Source Inc COM CL A | $1.9B | 156.74M | 20.7% | —Held | |
| 3 | McGraw Hill Inc COM | $1.3B | 165.16M | 14.6% | —Held | |
| 4 | Gpgi Inc COM CL A | $837.4M | 52.83M | 9.3% | —Held | |
| 5 | Ryerson Hldg Corp COM | $96.6M | 3.92M | 1.1% | —Held | |
| 6 | International Mny Express In COM | $463K | 32.0K | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803274/holdings"
Use Arkolith to show Platinum Equity Advisors, LLC/DE's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 6 | $9.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 6 | $8.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 5 | $8.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jan 6, 2026 | 98d | 5 | $7.7B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jan 6, 2026 | 190d | 4 | $5.3B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Jan 6, 2026 | 281d | 4 | $4.5B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2026 | 371d | 4 | $4.9B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Jan 6, 2026 | 463d | 3 | $591.4M | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Jan 6, 2026 | 555d | 3 | $723.6M | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Jan 6, 2026 | 646d | 3 | $997.1M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.