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PLATINUM EQUITY, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$51M
+18.9%
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UWMC 58.13% 46.97% +11.16% $30M
UWMC-WT 0.54% 0.33% +0.22% $278K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMBP 41.33% 52.70% -11.37% $21M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $51M 99.5%
Small Cap 1 $278K 0.5%

Portfolio Analytics

Avg Market Cap
$2.5B
Median Market Cap
$2.4B
Avg P/E
82.2
Median P/E
13.6
Avg Dividend Yield
0.12%
Avg Beta
1.45
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 UWMC 58.13% 4,894,101 $30M $6.09 $10M
2 AMBP 41.33% 5,311,164 $21M $3.99 -$2M
3 UWMC-WT 0.54% 2,015,219 $278K $0.14 $137K
View SEC EDGAR Filings for PLATINUM EQUITY, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms