Funds · 13F filer · Beverly Hills, CA

Platinum Equity, LLC

$32.0M in 2 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return−7.5%S&P 500 +20.9%
3y return−8.5%S&P 500 +68.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since March 31, 2022: $93 against $165 in the S&P 500.2

Platinum Equity, LLCS&P 500 (SPY)
$78$100$16520222026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
Ardagh Metal Packaging S ACUSIP L02235106$25.2M78.6%
UWMCUwm Holdings Corporation$6.8M21.4%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
Ardagh Metal Packaging S ACUSIP L02235106September 30, 2022−2.1%$25.2M
UWMCUwm Holdings CorporationMarch 31, 2022−49.5%$6.8M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−1.0%+14.8%
March 31, 2026−7.3%−4.6%
December 31, 2025−15.3%+2.4%
September 30, 2025+18.9%+7.8%
June 30, 2025+0.0%+10.5%
March 31, 2025−4.5%−4.6%
December 31, 2024−22.2%+2.1%
September 30, 2024+7.0%+5.4%
June 30, 2024+8.7%+4.0%
March 31, 2024−0.4%+10.0%
December 31, 2023+14.7%+11.2%
September 30, 2023+0.2%−3.6%
June 30, 2023+9.2%+8.3%
March 31, 2023+19.0%+7.0%
December 31, 2022−7.8%+7.1%
September 30, 2022+4.0%−5.3%
June 30, 2022−18.4%−16.5%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1228754
  2. 2
    Filed August 14, 2026 · accession 0001104659-26-096447