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Livermore
Livermore
ZHEN

Platinum Equity, LLC

SEC CIK
0001228754
Latest filing
Aug 14, 2026

The latest 13F from Platinum Equity, LLC covers Q2 2026 (filed Aug 14, 2026): 2 long positions worth $32.0M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Ardagh Metal Packaging S.A. (AMBP) at 78.6%. Livermore has 18 filings on Form 13F from this institution, going back to Q1 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. AMBPArdagh Metal Packaging S.A.
    78.6%$25.2MHistory
  2. UWMCUWM Holdings Corp
    21.4%$6.85MHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$32.0M
−$312.3K (−1.0%) vs. prior quarter
Positions
2
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
16.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2022), so positions held before then are understated.

13F filings by quarter

18 quarters, going back to Q1 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $192.6M (Q3 2023)

Q1 2022: $167.3MQ2 2022: $140.8MQ3 2022: $159.0MQ4 2022: $146.5MQ1 2023: $170.8MQ2 2023: $186.1MQ3 2023: $192.6MQ4 2023: $147.6MQ1 2024: $147.1MQ2 2024: $159.8MQ3 2024: $77.2MQ4 2024: $45.1MQ1 2025: $43.1MQ2 2025: $43.1MQ3 2025: $51.3MQ4 2025: $34.9MQ1 2026: $32.3MQ2 2026: $32.0M
Q1 2022Q2 2026
13F filings of Platinum Equity, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20262$32.0MAMBPUWMCvs. Q1 2026SEC
Q1 2026May 15, 20262$32.3MAMBPUWMCvs. Q4 2025SEC
Q4 2025Feb 17, 20262$34.9MAMBPUWMCvs. Q3 2025SEC
Q3 2025Nov 14, 20253$51.3MUWMCAMBPUWM Holdings Corpvs. Q2 2025SEC
Q2 2025Aug 14, 20253$43.1MAMBPUWMCUWM Holdings Corpvs. Q1 2025SEC
Q1 2025May 15, 20253$43.1MUWMCAMBPUWM Holdings Corpvs. Q4 2024SEC
Q4 2024Feb 14, 20253$45.1MUWMCAMBPUWM Holdings Corpvs. Q3 2024SEC
Q3 2024Nov 14, 20245$77.2MUWMCAMBPMTTRvs. Q2 2024SEC
Q2 2024Aug 14, 20246$159.8MVRRMUWMCAMBPvs. Q1 2024SEC
Q1 2024May 15, 20246$147.1MVRRMUWMCAMBPvs. Q4 2023SEC
Q4 2023Feb 14, 20247$147.6MVRRMUWMCAMBPvs. Q3 2023SEC
Q3 2023Nov 14, 20237$192.6MTWNKVRRMUWMCvs. Q2 2023SEC
Q2 2023Aug 14, 20237$186.1MVRRMTWNKUWMCvs. Q1 2023SEC
Q1 2023May 15, 20238$170.8MVRRMTWNKUWMCvs. Q4 2022SEC
Q4 2022Feb 14, 20238$146.5MTWNKVRRMUWMCvs. Q3 2022SEC
Q3 2022Nov 14, 20228$159.0MTWNKVRRMLAZRQvs. Q2 2022SEC
Q2 2022Aug 15, 20227$140.8MTWNKVRRMLAZRQvs. Q1 2022SEC
Q1 2022May 16, 20226$167.3MVRRMTWNKLAZRQ–SEC

13D and 13G filings

Companies where Platinum Equity, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

4 companies, largest stake first.

Companies where Platinum Equity, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
MHMcGraw Hill, Inc.13G86.50%165.2M sharesNewNov 13, 20251 filingNov 13, 2025SEC
INGMIngram Micro Holding Corp13G/A76.90%177.5M shares−8.20 ppfrom 85.10%Feb 13, 20254 filingsAug 14, 2026SEC
CTOSCustom Truck One Source, Inc.13D/A69.60%156.7M shares–Apr 5, 20212 filingsFeb 3, 2025SEC
GPGIGPGI, Inc.13D18.30%52.8M sharesNewJan 20, 20261 filingJan 20, 2026SEC

Latest filings

23 filings on file made by Platinum Equity, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Platinum Equity, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
RYZRyerson Holding CorpAug 14, 20264:30 PM ET13G/A3.70%1.92M shares–Below 5%Jun 30, 2026SEC
INGMIngram Micro Holding CorpAug 14, 20264:30 PM ET13G/A76.90%177.5M shares−8.20 ppfrom 85.10%Jun 30, 2026SEC
INGMIngram Micro Holding CorpMay 15, 20264:15 PM ET13G/A85.10%197.1M shares−4.60 ppfrom 89.70%Mar 31, 2026SEC
GPGIGPGI, Inc.Jan 20, 20264:30 PM ET13D18.30%52.8M sharesNewJan 12, 2026SEC
UWMCUWM Holdings CorpNov 13, 20254:31 PM ET13G/A2.70%6.91M shares–Below 5%Sep 30, 2025SEC
INGMIngram Micro Holding CorpNov 13, 20254:30 PM ET13G/A89.70%211.0M shares−0.10 ppfrom 89.80%Sep 30, 2025SEC
MHMcGraw Hill, Inc.Nov 13, 20254:30 PM ET13G86.50%165.2M sharesNewSep 30, 2025SEC
INGMIngram Micro Holding CorpFeb 13, 20257:30 AM ET13G89.80%211.0M sharesNewDec 31, 2024SEC
CTOSCustom Truck One Source, Inc.Feb 3, 20257:13 PM ET13D/A69.60%156.7M shares–Jan 30, 2025SEC
UWMCUWM Holdings CorpFeb 13, 202413GOld format–New–SEC
RYZRyerson Holding CorpFeb 12, 202413G/AOld format–––SEC
TWNKHostess Brands, Inc.Nov 7, 202313D/AOld format–––SEC
VRRMVerra Mobility CorpSep 5, 202313G/AOld format–––SEC
VRTVertiv Holdings CoAug 9, 202313D/AOld format–––SEC
VRRMVerra Mobility CorpAug 4, 202313GOld format–––SEC
YTRAYatra Online, Inc.Feb 9, 202313G/AOld format–––SEC
RYZRyerson Holding CorpFeb 9, 202313G/AOld format–––SEC
VRRMVerra Mobility CorpDec 10, 202113D/AOld format–––SEC
VRTVertiv Holdings CoNov 8, 202113D/AOld format–––SEC
VRRMVerra Mobility CorpAug 27, 202113D/AOld format–––SEC