Skip to main content
Livermore
Livermore
ZHEN

Platinum Equity Advisors, LLC

SEC CIK
0001803274
Latest filing
Aug 14, 2026

The latest 13F from Platinum Equity Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 6 long positions worth $8.96B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Ingram Micro Holding Corp (INGM) at 54.3%. Livermore has 56 filings on Form 13F from this institution, going back to Q1 2021.

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
1
Est. −$538.7M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. INGMIngram Micro Holding Corp
    54.3%$4.87BHistory
  2. CTOSCustom Truck One Source, Inc.
    20.7%$1.85BHistory
  3. MHMcGraw Hill, Inc.
    14.6%$1.30BHistory
  4. GPGIGPGI, Inc.
    9.3%$837.4MHistory
  5. RYZRyerson Holding Corp
    1.1%$96.6MHistory

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

  1. INGMIngram Micro Holding Corp
    −$538.7MReducedHistory

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
$8.96B
+$79.1M (+0.9%) vs. prior quarter
Positions
6
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
9.2 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 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $8.96B (Q2 2026)

Q1 2021: $2.07BQ2 2021: $3.92BQ3 2021: $3.55BQ4 2021: $2.89BQ1 2022: $2.52BQ2 2022: $1.48BQ3 2022: $1.65BQ4 2022: $1.94BQ1 2023: $1.99BQ2 2023: $2.34BQ3 2023: $1.33BQ4 2023: $1.44BQ1 2024: $997.1MQ2 2024: $723.6MQ3 2024: $591.4MQ4 2024: $4.88BQ1 2025: $4.49BQ2 2025: $5.26BQ3 2025: $7.70BQ4 2025: $8.23BQ1 2026: $8.88BQ2 2026: $8.96B
Q1 2021Q2 2026
13F filings of Platinum Equity Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20266$8.96BINGMCTOSMHvs. Q1 2026SEC
Q1 2026May 15, 20266$8.88BINGMMHCTOSvs. Q4 2025SEC
Q4 2025Feb 17, 20265$8.23BINGMMHCTOSvs. Q3 2025SEC
Q3 2025Jan 6, 2026Amended5$7.70BINGMMHCTOSvs. Q2 2025SECSEC
Q2 2025Jan 6, 2026Amended4$5.26BINGMCTOSRYZvs. Q1 2025SECSEC
Q1 2025Jan 6, 2026Amended4$4.49BINGMCTOSRYZvs. Q4 2024SECSEC
Q4 2024Jan 6, 2026Amended4$4.88BINGMCTOSRYZvs. Q3 2024SECSEC
Q3 2024Jan 6, 2026Amended3$591.4MCTOSRYZIMXIvs. Q2 2024SECSEC
Q2 2024Jan 6, 2026Amended3$723.6MCTOSRYZIMXIvs. Q1 2024SECSEC
Q1 2024Jan 6, 2026Amended3$997.1MCTOSRYZIMXIvs. Q4 2023SECSEC
Q4 2023Jan 6, 2026Amended4$1.44BCTOSVRTRYZvs. Q3 2023SECSEC
Q3 2023Jan 6, 2026Amended4$1.33BCTOSVRTRYZvs. Q2 2023SECSEC
Q2 2023Jan 6, 2026Amended5$2.34BCTOSVRTRYZvs. Q1 2023SECSEC
Q1 2023Jan 6, 2026Amended4$1.99BCTOSVRTRYZvs. Q4 2022SECSEC
Q4 2022Jan 6, 2026Amended4$1.94BCTOSVRTRYZvs. Q3 2022SECSEC
Q3 2022Jan 6, 2026Amended5$1.65BCTOSRYZVRTvs. Q2 2022SECSEC
Q2 2022Jan 6, 2026Amended4$1.48BCTOSRYZVRTvs. Q1 2022SECSEC
Q1 2022Jan 6, 2026Amended4$2.52BCTOSRYZVRTvs. Q4 2021SECSEC
Q4 2021Jan 6, 2026Amended5$2.89BCTOSVRTRYZvs. Q3 2021SECSEC
Q3 2021Jan 6, 2026Amended6$3.55BVRTCTOSRYZvs. Q2 2021SECSEC
Q2 2021Aug 16, 20215$3.92BVRTCTOSVRRMvs. Q1 2021SEC
Q1 2021May 14, 20214$2.07BVRTRYZVRRM–SEC