Platinum Equity Advisors, LLC/DE

All 13F Filings

Location
Beverly Hills, CA
Most recent 13F
Q4 2025
Holdings value ($000)
8,228,952
Description
Beverly Hills California based planning integrated investment advisor with an independent advisory structure and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for fiduciary household mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through capital preservation orientation and risk accountability.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 5 8,228,952 13F-HR Platinum Equity Advisors, LLC/DE
Q3 2025 1/6/2026 1 447,264 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q3 2025 1/6/2026 4 7,702,145 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q3 2025 11/14/2025 4 7,702,145 13F-HR Platinum Equity Advisors, LLC/DE
Q2 2025 1/6/2026 1 323,041 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q2 2025 1/6/2026 3 5,255,222 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q2 2025 8/14/2025 3 5,255,222 13F-HR Platinum Equity Advisors, LLC/DE
Q1 2025 1/6/2026 1 404,042 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q1 2025 1/6/2026 3 4,493,868 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q1 2025 5/15/2025 3 4,493,868 13F-HR Platinum Equity Advisors, LLC/DE
Q4 2024 1/6/2026 1 667 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q4 2024 1/6/2026 3 4,877,784 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q4 2024 2/14/2025 3 4,877,784 13F-HR Platinum Equity Advisors, LLC/DE
Q3 2024 1/6/2026 1 592 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q3 2024 1/6/2026 2 590,806 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q3 2024 11/14/2024 2 590,806 13F-HR Platinum Equity Advisors, LLC/DE
Q2 2024 1/6/2026 1 667 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q2 2024 1/6/2026 2 722,937 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q2 2024 8/14/2024 2 722,937 13F-HR Platinum Equity Advisors, LLC/DE
Q1 2024 1/6/2026 1 731 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q1 2024 1/6/2026 2 996,322 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q1 2024 5/15/2024 2 996,322 13F-HR Platinum Equity Advisors, LLC/DE
Q4 2023 1/6/2026 1 707 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q4 2023 1/6/2026 3 1,436,538 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q4 2023 2/14/2024 3 1,436,538 13F-HR Platinum Equity Advisors, LLC/DE
Q3 2023 1/6/2026 1 542 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q3 2023 1/6/2026 3 1,331,417 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q3 2023 11/14/2023 3 1,331,417 13F-HR Platinum Equity Advisors, LLC/DE
Q2 2023 1/6/2026 1 785 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q2 2023 1/6/2026 4 2,334,779 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q2 2023 8/14/2023 4 2,334,779 13F-HR Platinum Equity Advisors, LLC/DE
Q1 2023 1/6/2026 1 825 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q1 2023 1/6/2026 3 1,985,946 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q1 2023 5/15/2023 3 1,985,946 13F-HR Platinum Equity Advisors, LLC/DE
Q4 2022 1/6/2026 1 780 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q4 2022 1/6/2026 3 1,939,495 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q4 2022 2/14/2023 3 1,939,495 13F-HR Platinum Equity Advisors, LLC/DE
Q3 2022 1/6/2026 1 730 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q3 2022 1/6/2026 4 1,645,631 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q3 2022 11/14/2022 4 1,645,631 13F-HR Platinum Equity Advisors, LLC/DE
Q2 2022 1/6/2026 1 655 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q2 2022 1/6/2026 3 1,483,184 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q2 2022 8/15/2022 3 1,483,184 13F-HR Platinum Equity Advisors, LLC/DE
Q1 2022 1/6/2026 1 660 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q1 2022 1/6/2026 3 2,515 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q1 2022 5/16/2022 3 2,515 13F-HR Platinum Equity Advisors, LLC/DE
Q4 2021 1/6/2026 1 511 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q4 2021 1/6/2026 4 2,892 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q4 2021 2/14/2022 4 2,892 13F-HR Platinum Equity Advisors, LLC/DE
Q3 2021 1/6/2026 1 535 13F-HR/A - NEW HOLDINGS Platinum Equity Advisors, LLC/DE
Q3 2021 1/6/2026 5 3,546 13F-HR/A - RESTATEMENT Platinum Equity Advisors, LLC/DE
Q3 2021 11/15/2021 5 3,546 13F-HR Platinum Equity Advisors, LLC/DE
Q2 2021 8/16/2021 5 3,916 13F-HR Platinum Equity Advisors, LLC/DE
Q1 2021 5/14/2021 4 2,073 13F-HR Platinum Equity Advisors, LLC/DE
Q4 2020 2/16/2021 4 2,247 13F-HR Platinum Equity Advisors, LLC/DE
Q3 2020 11/16/2020 4 2,182 13F-HR Platinum Equity Advisors, LLC/DE
Q2 2020 8/14/2020 5 2,172,121 13F-HR Platinum Equity Advisors, LLC/DE
Q1 2020 5/15/2020 4 1,443,726 13F-HR Platinum Equity Advisors, LLC/DE
Q4 2019 2/14/2020 3 553,029 13F-HR Platinum Equity Advisors, LLC/DE
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 8.229 M 100.0% 526.8 K 0 526.8 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
8,228,952
Holdings
5
QoQ value change ($000)
526,807 (6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.