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PLATINUM EQUITY, LLC

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BEVERLY HILLS CA Activist Investor
13F Summary
Platinum Equity is based out of Beverly Hills. Their last reported 13F filing for Q4 2024 included $45,128,097 in managed 13F securities and a top 10 holdings concentration of 100.0%. Platinum Equity's largest holding is UWM Holdings Corporation with shares held of 4,894,101. Whalewisdom has at least 12 13F filings, 24 13D filings, 10 13G filings, and 52 Form 4 filings

2024-12-31

Top Buys (13F)

Name % Change

2024-12-31

Top Sells (13F)

Name % Change
MTTR Matterport Inc 15.65%
LAZR Luminar Technologies 2.8%

2024-12-31

13F Holdings Summary

Name $ Change
UWMC UWM Holdings Corpora 63.66%
AMBP Ardagh Metal Packagi 35.42%
UWMC.WS UWM Holdings Corpora 0.92%
All or part of PLATINUM EQUITY, LLC 13F disclosures were filed under a combined 13F through PLATINUM EQUITY ADVISORS, LLC
for 2024-12-31

2024-12-31

13F Activity

Market Value $45.1m, Prior: $77.2m
Inflows (Outflows) as % of Total MV (-15.8379)%
New Purchases 0 stocks
Added To 0 stocks
Sold out of 2 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 40%
Turnover Alt %[2] 0%
Time Held Top 20 10.3333 quarters
Time Held Top 10 10.3333 quarters
Time Held All 10.33 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.

2024-12-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2024-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31

Portfolio Performance