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Platinum Equity Advisors, LLC/DE (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $8,879,124,455 · 6 positions · top-10 100.0% · SEC filing history →

13FScore 55/100 — cloning their disclosed top holdings over ~4.7y returned +6%/yr vs S&P +10%/yr (alpha -4%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$GPGI · GPGI INC10.2%$903,388,845-15%HighGreenPro Capital / GPGI trades as a Class A holding entity; it operates as an investment and business-services company. Absent clearer identification, it is a small-cap holding company whose shares trade under a Class A structure.

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$INGM · INGRAM MICRO HLDG CORP51.7%+51% Q4 '24A leading global distributor of information-technology products and services, connecting technology vendors with resellers and providing supply-chain and cloud solutions.
$MH · MCGRAW HILL INC25.5%-23% Q3 '25McGraw Hill is an educational publishing and learning technology company that provides textbooks, digital courseware, and assessment platforms for K-12, higher education, and professional markets.
$CTOS · CUSTOM TRUCK ONE SOURCE INC11.6%+9% Q2 '21Specialty truck and equipment rental/sales
$GPGI · GPGI INC10.2%-15% Q1 '26GreenPro Capital / GPGI trades as a Class A holding entity; it operates as an investment and business-services company. Absent clearer identification, it is a small-cap holding company whose shares trade under a Class A structure.
$RYZ · RYERSON HLDG CORP1.0%+9% ≥Q1 '26Ryerson Holding processes and distributes industrial metals, including carbon steel, stainless steel, and aluminum, to manufacturers and fabricators.
$IMXI · INTERNATIONAL MNY EXPRESS IN0.0%-20% Q3 '21Cross-border money remittance (Intermex)NASDAQ

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker