SEC 13F Intelligence

Managers / Q1 2026

PLATINUM EQUITY, LLC

CIK 0001228754 · 360 NORTH CRESCENT DRIVE, BEVERLY HILLS, CA, 90210 · 3107121195

Reported Value
$32M
Q1 2026
Positions
2
Filings on Record
17
2019–present window
Filed
May 15, 2026
original filing

Summary

Platinum Equity, LLC reported $32M in U.S.-listed holdings across 2 positions for Q1 2026.

The portfolio is heavily concentrated: Ardagh Metal Packaging S A alone accounts for 66.5% of reported value.

The book was largely unchanged from Q4 2025.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Largest Position
+66.5%
Ardagh Metal Packaging S A

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $167MQ1 ’22Q2 ’22: $141MQ3 ’22: $159MQ4 ’22: $146MQ4 ’22Q1 ’23: $171MQ2 ’23: $186MQ3 ’23: $193MQ3 ’23Q4 ’23: $148MQ1 ’24: $147MQ2 ’24: $160MQ2 ’24Q3 ’24: $77MQ4 ’24: $45MQ1 ’25: $43MQ1 ’25Q2 ’25: $43MQ3 ’25: $51MQ4 ’25: $35MQ4 ’25Q1 ’26: $32Mfilingsflow.com

Portfolio Composition

By security type
Other: 66.5%Common Stock: 33.5%
  • Other · 66.5% · $22M
  • Common Stock · 33.5% · $11M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
UWMCUWM HOLDINGS CORPORATIONHELD+02.99M$2M$11M
ARDAGH METAL PACKAGING S AHELD+05.31M$265,558$22M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

2 positions
#IssuerClass% PortfolioValueShares
1ARDAGH METAL PACKAGING S ASHS66.52%$22M5.31M
2UWMCUWM HOLDINGS CORPORATIONhistory →COM CL A33.48%$11M2.99M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$32M2May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$35M2Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$51M3Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$43M3Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$43M3May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$45M3Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$77M5Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$160M6Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$147M6May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$148M7Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$193M7Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$186M7Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$171M8May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$146M8Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$159M8Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$141M7Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$167M6May 16, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Platinum Equity Advisors, LLC/DE028-20057

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.