Pricing

PLATINUM EQUITY ADVISORS, LLC

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BEVERLY HILLS CA Investment Advisor Hedge Fund
13F Summary
Platinum Equity Advisors is based out of Beverly Hills. Platinum Equity Advisors is a hedge fund with 124 clients and discretionary assets under management (AUM) of $47,642,446,510 (Form ADV from 2023-05-26). Their last reported 13F filing for Q4 2023 included $1,436,537,873 in managed 13F securities and a top 10 holdings concentration of 100.0%. Platinum Equity Advisors's largest holding is Custom Truck One Source Inc with shares held of 148,600,000. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

Name % Change

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
CTOS Custom Truck One Sou 63.93%
VRT Vertiv Holdings Co 26.6%
RYI Ryerson Holding Corp 9.47%

2023-12-31

13F Activity

Market Value $1.44b, Prior: $1.33b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 13.6667 quarters
Time Held Top 10 13.6667 quarters
Time Held All 13.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance