SEC 13F Intelligence

Managers / Q3 2022 · view latest →

PLATINUM EQUITY, LLC

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

Reported Value
$159M
Q3 2022
Positions
8
Filings on Record
17
2019–present window
Filed
Nov 14, 2022
original filing

Summary

Platinum Equity, LLC reported $159M in U.S.-listed holdings across 8 positions for Q3 2022.

The portfolio is heavily concentrated: Hostess Brands alone accounts for 38.4% of reported value.

Compared with Q2 2022, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+0.9%
vs prior filed quarter
Largest Position
+38.4%
Hostess Brands

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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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
Common Stock: 88.8%Other: 11.2%
  • Common Stock · 88.8% · $141M
  • Other · 11.2% · $18M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMBPARDAGH METAL PACKAGING S ANEW+1.46M1.46M+$7M$7M
UWMCUWM HOLDINGS CORPORATIONADDED+1.99M4.98M+$4M$14M
HOSTESS BRANDS INCHELD+02.63M+$5M$61M
LUMINAR TECHNOLOGIES INCHELD+02.40M+$3M$17M
VRRMVERRA MOBILITY CORPHELD+03.54M$1M$54M
MATTERPORT INCHELD+01.15M+$150,000$4M
UWM HOLDINGS CORPORATIONHELD+02.02M$89,000$272,000
DOMA HOLDINGS INCHELD+082.7K$49,000$36,000

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

Holdings — Q3 2022

7 positions
#IssuerClass% PortfolioValueShares
1HOSTESS BRANDS INCCL A38.38%$61M2.63M
2VRRMVERRA MOBILITY CORPhistory →COM34.22%$54M3.54M
3LUMINAR TECHNOLOGIES INCCOM CL A11.00%$17M2.40M
4UWMCUWM HOLDINGS CORPORATIONCOM CL A · *W EXP 01/21/2029.19%$15M7.00M
5AMBPARDAGH METAL PACKAGING S Ahistory →SHS4.45%$7M1.46M
6MATTERPORT INCCOM CL A2.73%$4M1.15M
7DOMA HOLDINGS INCCOMMON STOCK0.02%$36,00082.7K

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 ↗.