PLATINUM EQUITY, LLC — 13F Holdings & Portfolio
CIK 1228754 · latest 13F-HR filed 2026-08-14
PLATINUM EQUITY, LLC manages $32.0M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMBP (78.62%), UWMC (21.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 1 existing position rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$32.0M
Long-equity book
Holdings
2
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+0 / −0 / ↑1 / ↓1
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated May 15, 2026.
Assets Under Management
$47.72B
Discretionary
$47.56B
Employees
253
Accounts
150
Address
360 NORTH CRESCENT DRIVE
SOUTH BUILDING
BEVERLY HILLS, CA 90210-2529
SOUTH BUILDING
BEVERLY HILLS, CA 90210-2529
Phone
(310) 712-1850
This firm reports 8 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| GORES, TEWFIC, TOM Control | CHAIRMAN / CEO since Oct 2003 | Less than 5% | Individual |
| Lawson, Melissa, Sterling Control | CHIEF COMPLIANCE OFFICER since Apr 2024 | Less than 5% | Individual |
| PLATINUM EQUITY ADVISORS HOLDINGS, LLC Control | MEMBER since Dec 2017 | 50–75% | Domestic Entity |
| Renbarger, Ty, Nolan Control | CHIEF FINANCIAL OFFICER since Aug 2024 | Less than 5% | Individual |
| SIGLER, MARY, ANN Control | EVP / TREASURER since Sep 2006 | Less than 5% | Individual |
| BLUE OWL GP STAKES VI POST AGGREGATOR LP | MEMBER since Aug 2025 | 10–25% | Domestic Entity |
| DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP | MEMBER since Jun 2018 | 10–25% | Domestic Entity |
| GORES 2003 INVESTMENT TRUST | MEMBER since Oct 2003 | 10–25% | Domestic Entity |
| BLUE OWL CAPITAL CARRY LP Control Indirect owner via BLUE OWL GP STAKES GP HOLDINGS LLC | MEMBER since May 2021 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL CARRY LP Control Indirect owner via BLUE OWL GP STAKES ASSOCIATES VI LP | LIMITED PARTNER since Aug 2023 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL GP HOLDINGS LLC Control Indirect owner via BLUE OWL CAPITAL GP LLC | MANAGING MEMBER since Nov 2021 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL GP LLC Control Indirect owner via BLUE OWL CAPITAL CARRY LP | GENERAL PARTNER since May 2021 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL CAPITAL GP LLC Control Indirect owner via BLUE OWL CAPITAL HOLDINGS LP | GENERAL PARTNER since Apr 2025 | 25–50% | Domestic Entity |
| BLUE OWL CAPITAL HOLDINGS LP Control Indirect owner via BLUE OWL CAPITAL CARRY LP | LIMITED PARTNER since Apr 2025 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL INC. Control Indirect owner via BLUE OWL CAPITAL GP HOLDINGS LLC | MANAGING MEMBER since Nov 2021 | 75% or more | Domestic Entity |
| BLUE OWL GP STAKES ASSOCIATES III LP Control Indirect owner via BLUE OWL GP STAKES III OFFSHORE INVESTORS LP | GENERAL PARTNER since Feb 2015 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES III LP Control Indirect owner via BLUE OWL GP STAKES III US INVESTORS LP | GENERAL PARTNER since Feb 2015 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES III LP Control Indirect owner via DYAL U.S. III LLC | MANAGING MEMBER since Feb 2015 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES III LP Control Indirect owner via BLUE OWL GP STAKES III (A) LP | GENERAL PARTNER since Feb 2015 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES VI LP Control Indirect owner via BLUE OWL GP STAKES VI (C) LP | GENERAL PARTNER since Jun 2025 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES VI LP Control Indirect owner via BLUE OWL GP STAKES U.S. VI LLC | GENERAL PARTNER since Aug 2023 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES VI LP Control Indirect owner via BLUE OWL GP STAKES VI OFFSHORE INVESTORS LP | GENERAL PARTNER since Aug 2023 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES VI LP Control Indirect owner via BLUE OWL GP STAKES VI US INVESTORS LP | MANAGING MEMBER since Aug 2023 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP | GENERAL PARTNER since May 2018 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP | GENERAL PARTNER since May 2018 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via BLUE OWL GP STAKES ASSOCIATES III LP | GENERAL PARTNER since Feb 2015 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via DYAL LP HOLDINGS LLC | MEMBER since May 2021 | 75% or more | Domestic Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via BLUE OWL GPS III (A) AGGREGATOR LP | GENERAL PARTNER since Jun 2024 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via BLUE OWL GP STAKES VI POST AGGREGATOR LP | GENERAL PARTNER since Apr 2025 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via BLUE OWL GP STAKES ASSOCIATES VI LP | GENERAL PARTNER since Feb 2015 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL GP STAKES III (A) LP Control Indirect owner via BLUE OWL GPS III (A) AGGREGATOR LP | LIMITED PARTNER since Jun 2024 | 75% or more | Foreign Entity |
| BLUE OWL GP STAKES III OFFSHORE INVESTORS LP Control Indirect owner via DYAL U.S. III LLC | MEMBER since Mar 2015 | 75% or more | Foreign Entity |
| BLUE OWL GP STAKES III US INVESTORS LP Control Indirect owner via BLUE OWL GP STAKES III (A) LP | LIMITED PARTNER since Feb 2015 | 25–50% | Domestic Entity |
| BLUE OWL GP STAKES U.S. VI LLC Control Indirect owner via BLUE OWL GP STAKES VI (C) LP | LIMITED PARTNER since Jun 2025 | 25–50% | Domestic Entity |
| BLUE OWL GP STAKES VI (C) LP Control Indirect owner via BLUE OWL GP STAKES VI POST AGGREGATOR LP | LIMITED PARTNER since Apr 2025 | 50–75% | Domestic Entity |
| BLUE OWL GP STAKES VI OFFSHORE INVESTORS LP Control Indirect owner via BLUE OWL GP STAKES U.S. VI LLC | MEMBER since Aug 2023 | 75% or more | Foreign Entity |
| BLUE OWL GP STAKES VI US INVESTORS LP Control Indirect owner via BLUE OWL GP STAKES VI (C) LP | LIMITED PARTNER since Jun 2025 | 50–75% | Domestic Entity |
| BLUE OWL GPS III (A) AGGREGATOR LP Control Indirect owner via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP | LIMITED PARTNER since Jul 2024 | 75% or more | Domestic Entity |
| DYAL CAPITAL PARTNERS III HOLDINGS (A) LP Control Indirect owner via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP | LIMITED PARTNER since May 2018 | 50–75% | Domestic Entity |
| DYAL LP HOLDINGS LLC Control Indirect owner via BLUE OWL GP STAKES ASSOCIATES III LP | LIMITED PARTNER since May 2021 | 75% or more | Domestic Entity |
| DYAL U.S. III LLC Control Indirect owner via BLUE OWL GP STAKES III (A) LP | LIMITED PARTNER since Mar 2015 | 50–75% | Domestic Entity |
| GORES TRUST DATED JANUARY 26, 1999, AS AMENDED Control Indirect owner via PLATINUM EQUITY, LLC | MEMBER since Sep 2003 | 75% or more | Domestic Entity |
| GORES, HOLLY, C. Control Indirect owner via GORES TRUST DATED JANUARY 26, 1999, AS AMENDED | TRUSTEE since Jan 1999 | General partner, trustee or manager | Individual |
| GORES, TEWFIC, TOM Control Indirect owner via GORES 2003 INVESTMENT TRUST | GRANTOR since Nov 2003 | General partner, trustee or manager | Individual |
| GORES, TEWFIC, TOM Control Indirect owner via GORES TRUST DATED JANUARY 26, 1999, AS AMENDED | TRUSTEE since Jan 1999 | General partner, trustee or manager | Individual |
| GORES, TEWFIC, TOM Control Indirect owner via PLATINUM EQUITY INVESTMENT HOLDINGS, LLC | MANAGER since Oct 2003 | General partner, trustee or manager | Individual |
| GORES, TEWFIC, TOM Control Indirect owner via PLATINUM EQUITY, LLC | MANAGER since Dec 1997 | General partner, trustee or manager | Individual |
| LOCKLIN, RICHARD, JACKSON Control Indirect owner via GORES 2003 INVESTMENT TRUST | TRUSTEE since Dec 2010 | General partner, trustee or manager | Individual |
| PLATINUM EQUITY INVESTMENT HOLDINGS, LLC Control Indirect owner via PLATINUM EQUITY ADVISORS HOLDINGS, LLC | MEMBER since Dec 2017 | 75% or more | Domestic Entity |
| PLATINUM EQUITY, LLC Control Indirect owner via PLATINUM EQUITY INVESTMENT HOLDINGS, LLC | MEMBER since Mar 2003 | 75% or more | Domestic Entity |
| SIGLER, MARY, ANN Control Indirect owner via PLATINUM EQUITY ADVISORS HOLDINGS, LLC | MANAGER since Dec 2017 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 12 filings with changes since Feb 14, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 27, 2026 filing
- No longer listedHOLLAND, JOHN, GERALD · GENERAL COUNSEL AND SECRETARY · Less than 5% · control person · listed since Apr 2020
Sep 11, 2025 filing
- No longer listedNBSH ACQUISITION LLC · MANAGING MEMBER · General partner, trustee or manager · indirect via NBSH BLUE INVESTMENTS, LLC · control person · listed since May 2021
- No longer listedNBSH BLUE INVESTMENTS, LLC · LIMITED PARTNER · 25–50% · indirect via BLUE OWL CAPITAL CARRY LP · control person · listed since May 2021
- AddedBLUE OWL CAPITAL CARRY LP · LIMITED PARTNER · 75% or more · indirect via BLUE OWL GP STAKES ASSOCIATES VI LP · control person
- AddedBLUE OWL CAPITAL GP LLC · GENERAL PARTNER · 25–50% · indirect via BLUE OWL CAPITAL HOLDINGS LP · control person
- AddedBLUE OWL CAPITAL HOLDINGS LP · LIMITED PARTNER · 75% or more · indirect via BLUE OWL CAPITAL CARRY LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES VI LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES VI (C) LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES VI LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES U.S. VI LLC · control person
- AddedBLUE OWL GP STAKES ASSOCIATES VI LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES VI OFFSHORE INVESTORS LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES VI LP · MANAGING MEMBER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES VI US INVESTORS LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES VI POST AGGREGATOR LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES ASSOCIATES VI LP · control person
- AddedBLUE OWL GP STAKES U.S. VI LLC · LIMITED PARTNER · 25–50% · indirect via BLUE OWL GP STAKES VI (C) LP · control person
- AddedBLUE OWL GP STAKES VI (C) LP · LIMITED PARTNER · 50–75% · indirect via BLUE OWL GP STAKES VI POST AGGREGATOR LP · control person
- AddedBLUE OWL GP STAKES VI OFFSHORE INVESTORS LP · MEMBER · 75% or more · indirect via BLUE OWL GP STAKES U.S. VI LLC · control person
- AddedBLUE OWL GP STAKES VI POST AGGREGATOR LP · MEMBER · 10–25%
- AddedBLUE OWL GP STAKES VI US INVESTORS LP · LIMITED PARTNER · 50–75% · indirect via BLUE OWL GP STAKES VI (C) LP · control person
Mar 27, 2025 filing
- No longer listedBLUE OWL GP STAKES III (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person · listed since May 2018
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GPS III (A) AGGREGATOR LP · control person
- AddedBLUE OWL GP STAKES III (A) LP · LIMITED PARTNER · 75% or more · indirect via BLUE OWL GPS III (A) AGGREGATOR LP · control person
- AddedBLUE OWL GPS III (A) AGGREGATOR LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person
- AddedLawson, Melissa, Sterling · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedRenbarger, Ty, Nolan · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedSIGLER, MARY, ANN · title EVP / CFO / TREASURER / CHIEF COMPLIANCE OFFICER → EVP / TREASURER
Mar 27, 2024 filing
- No longer listedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via DYAL GP HOLDINGS LLC · control person · listed since May 2021
- No longer listedDYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person · listed since Feb 2015
- No longer listedDYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III US INVESTORS LP · control person · listed since Feb 2015
- No longer listedDYAL ASSOCIATES III LP · MANAGING MEMBER · General partner, trustee or manager · indirect via DYAL U.S. III LLC · control person · listed since Feb 2015
- No longer listedDYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III OFFSHORE INVESTORS LP · control person · listed since Feb 2015
- No longer listedDYAL CAPITAL PARTNERS III (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person · listed since May 2018
- No longer listedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP · control person · listed since May 2018
- No longer listedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person · listed since May 2018
- No longer listedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL ASSOCIATES III LP · control person · listed since Feb 2015
- No longer listedDYAL GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person · listed since May 2021
- No longer listedDYAL III OFFSHORE INVESTORS LP · MEMBER · 75% or more · indirect via DYAL U.S. III LLC · control person · listed since Apr 2015
- No longer listedDYAL III US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person · listed since Apr 2015
- No longer listedDYAL LP HOLDINGS LLC · LIMITED PARTNER · 75% or more · indirect via DYAL ASSOCIATES III LP · control person · listed since May 2021
- No longer listedDYAL U.S. III LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person · listed since Oct 2015
- AddedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via BLUE OWL GP STAKES GP HOLDINGS LLC · control person
- AddedBLUE OWL GP STAKES ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES III OFFSHORE INVESTORS LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES III US INVESTORS LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES III LP · MANAGING MEMBER · General partner, trustee or manager · indirect via DYAL U.S. III LLC · control person
- AddedBLUE OWL GP STAKES ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES III (A) LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES ASSOCIATES III LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person
- AddedBLUE OWL GP STAKES III (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person
- AddedBLUE OWL GP STAKES III OFFSHORE INVESTORS LP · MEMBER · 75% or more · indirect via DYAL U.S. III LLC · control person
- and 3 more
Mar 29, 2022 filing
- No longer listedBLUE OWL CAPITAL INC. · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP LLC · control person · listed since May 2021
- AddedBLUE OWL CAPITAL GP HOLDINGS LLC · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP LLC · control person
- AddedBLUE OWL CAPITAL INC. · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP HOLDINGS LLC · control person
- AddedHOLLAND, JOHN, GERALD · GENERAL COUNSEL AND SECRETARY · Less than 5% · control person
- ChangedDYAL ASSOCIATES III LP · indirect via DYAL U.S. III LLC: title MANAGER → MANAGING MEMBER
Jun 18, 2021 filing
- No longer listedNB DYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person · listed since Feb 2015
- No longer listedNB DYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III US INVESTORS LP · control person · listed since Feb 2015
- No longer listedNB DYAL ASSOCIATES III LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. III LLC · control person · listed since Mar 2015
- No longer listedNB DYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III OFFSHORE INVESTORS LP · control person · listed since Feb 2015
- No longer listedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP · control person · listed since May 2018
- No longer listedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person · listed since May 2018
- No longer listedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via NB DYAL ASSOCIATES III LP · control person · listed since Feb 2015
- AddedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via DYAL GP HOLDINGS LLC · control person
- AddedBLUE OWL CAPITAL GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL CAPITAL CARRY LP · control person
- AddedBLUE OWL CAPITAL INC. · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP LLC · control person
- AddedDYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person
- AddedDYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III US INVESTORS LP · control person
- AddedDYAL ASSOCIATES III LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. III LLC · control person
- AddedDYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III OFFSHORE INVESTORS LP · control person
- AddedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP · control person
- AddedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person
- AddedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL ASSOCIATES III LP · control person
- AddedDYAL GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person
- AddedDYAL LP HOLDINGS LLC · LIMITED PARTNER · 75% or more · indirect via DYAL ASSOCIATES III LP · control person
- AddedNBSH ACQUISITION LLC · MANAGING MEMBER · General partner, trustee or manager · indirect via NBSH BLUE INVESTMENTS, LLC · control person
- AddedNBSH BLUE INVESTMENTS, LLC · LIMITED PARTNER · 25–50% · indirect via BLUE OWL CAPITAL CARRY LP · control person
Mar 29, 2021 filing
- AddedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via NB DYAL ASSOCIATES III LP · control person
- ChangedDYAL CAPITAL PARTNERS III HOLDINGS (A) LP · indirect via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP: ownership 75% or more → 50–75%
Mar 29, 2020 filing
- No longer listedAGARWAL, SUNEET, KRISHNA · GENERAL COUNSEL AND SECRETARY · Less than 5% · control person · listed since Jul 2018
Mar 31, 2019 filing
- No longer listedKALAWSKI, EVA, MONICA · EVP / SPECIAL COUNSEL / ASST. SECRETARY · Less than 5% · control person · listed since Oct 2003
- AddedAGARWAL, SUNEET, KRISHNA · GENERAL COUNSEL AND SECRETARY · Less than 5% · control person
Oct 22, 2018 filing
- No longer listedDYAL CAPITAL PARTNERS III (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS POST ADVISOR AGGREGATOR LP · control person · listed since Nov 2017
- No longer listedDYAL CAPITAL PARTNERS POST ADVISOR AGGREGATOR LP · MEMBER · 10–25% · listed since Dec 2017
- No longer listedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS POST ADVISOR AGGREGATOR LP · control person · listed since Nov 2017
- AddedDYAL CAPITAL PARTNERS III (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person
- AddedDYAL CAPITAL PARTNERS III HOLDINGS (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP · control person
- AddedDYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP · MEMBER · 10–25%
- AddedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS POST ADVISOR (DE) AGGREGATOR LP · control person
- AddedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III HOLDINGS (A) LP · control person
- ChangedGORES, TEWFIC, TOM · title CHAIRMAN/CHIEF EXECUTIVE OFFICER → CHAIRMAN / CEO
- ChangedKALAWSKI, EVA, MONICA · title CHIEF LEGAL OFFICER/GENERAL COUNSEL → EVP / SPECIAL COUNSEL / ASST. SECRETARY
- ChangedSIGLER, MARY, ANN · title CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER → EVP / CFO / TREASURER / CHIEF COMPLIANCE OFFICER
Older changes (3 more filings)
Jan 19, 2018 filing
- No longer listedGORES 2003 INVESTMENT TRUST · SHAREHOLDER · General partner, trustee or manager · indirect via PLATINUM EQUITY ADVISORS, LLC · listed since Oct 2003
- No longer listedGORES TRUST DATED JANUARY 26, 1999, AS AMENDED · MEMBER · 75% or more · indirect via PLATNIUM EQUITY, LLC · control person · listed since Sep 2003
- No longer listedPLATINUM EQUITY INVESTMENT HOLDINGS, LLC · MEMBER · 75% or more · control person · listed since Mar 2003
- AddedDYAL CAPITAL PARTNERS III (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS POST ADVISOR AGGREGATOR LP · control person
- AddedDYAL CAPITAL PARTNERS POST ADVISOR AGGREGATOR LP · MEMBER · 10–25%
- AddedDYAL III OFFSHORE INVESTORS LP · MEMBER · 75% or more · indirect via DYAL U.S. III LLC · control person
- AddedDYAL III US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person
- AddedDYAL U.S. III LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person
- AddedGORES TRUST DATED JANUARY 26, 1999, AS AMENDED · MEMBER · 75% or more · indirect via PLATINUM EQUITY, LLC · control person
- AddedGORES, TEWFIC, TOM · MANAGER · General partner, trustee or manager · indirect via PLATINUM EQUITY INVESTMENT HOLDINGS, LLC · control person
- AddedGORES, TEWFIC, TOM · MANAGER · General partner, trustee or manager · indirect via PLATINUM EQUITY, LLC · control person
- AddedNB DYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS III (A) LP · control person
- AddedNB DYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III US INVESTORS LP · control person
- AddedNB DYAL ASSOCIATES III LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. III LLC · control person
- AddedNB DYAL ASSOCIATES III LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL III OFFSHORE INVESTORS LP · control person
- AddedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS POST ADVISOR AGGREGATOR LP · control person
- AddedPLATINUM EQUITY ADVISORS HOLDINGS, LLC · MEMBER · 50–75% · control person
- AddedPLATINUM EQUITY INVESTMENT HOLDINGS, LLC · MEMBER · 75% or more · indirect via PLATINUM EQUITY ADVISORS HOLDINGS, LLC · control person
- AddedSIGLER, MARY, ANN · MANAGER · General partner, trustee or manager · indirect via PLATINUM EQUITY ADVISORS HOLDINGS, LLC · control person
- ChangedGORES, TEWFIC, TOM · indirect via GORES 2003 INVESTMENT TRUST: title SHAREHOLDER → GRANTOR
- ChangedLOCKLIN, RICHARD, JACKSON · indirect via GORES 2003 INVESTMENT TRUST: now a control person
Mar 28, 2013 filing
- No longer listedLOCKLIN, RICHARD, JACKSON · TRUSTEE - GORES 2003 INVESTMENT TRUST · Less than 5% · listed since Dec 2010
- AddedGORES TRUST DATED JANUARY 26, 1999, AS AMENDED · MEMBER · 75% or more · indirect via PLATNIUM EQUITY, LLC · control person
- AddedGORES, HOLLY, C. · TRUSTEE · General partner, trustee or manager · indirect via GORES TRUST DATED JANUARY 26, 1999, AS AMENDED · control person
- AddedGORES, TEWFIC, TOM · TRUSTEE · General partner, trustee or manager · indirect via GORES TRUST DATED JANUARY 26, 1999, AS AMENDED · control person
- AddedPLATINUM EQUITY, LLC · MEMBER · 75% or more · indirect via PLATINUM EQUITY INVESTMENT HOLDINGS, LLC · control person
- ChangedGORES, TEWFIC, TOM · title CHAIRMAN/CHIEF EXECUTIVE OFFICER / SHAREHOLDER - GORES 2003 INVESTMENT TRUST → CHAIRMAN/CHIEF EXECUTIVE OFFICER; ownership 75% or more → Less than 5%
- ChangedGORES, TEWFIC, TOM · indirect via GORES 2003 INVESTMENT TRUST: ownership 75% or more → General partner, trustee or manager
Feb 14, 2012 filing (earliest on record)
- ListedGORES 2003 INVESTMENT TRUST · MEMBER · 10–25%
- ListedGORES 2003 INVESTMENT TRUST · SHAREHOLDER · General partner, trustee or manager · indirect via PLATINUM EQUITY ADVISORS, LLC
- ListedGORES, TEWFIC, TOM · CHAIRMAN/CHIEF EXECUTIVE OFFICER / SHAREHOLDER - GORES 2003 INVESTMENT TRUST · 75% or more · control person
- ListedGORES, TEWFIC, TOM · SHAREHOLDER · 75% or more · indirect via GORES 2003 INVESTMENT TRUST · control person
- ListedKALAWSKI, EVA, MONICA · CHIEF LEGAL OFFICER/GENERAL COUNSEL · Less than 5% · control person
- ListedLOCKLIN, RICHARD, JACKSON · TRUSTEE · General partner, trustee or manager · indirect via GORES 2003 INVESTMENT TRUST
- ListedLOCKLIN, RICHARD, JACKSON · TRUSTEE - GORES 2003 INVESTMENT TRUST · Less than 5%
- ListedPLATINUM EQUITY INVESTMENT HOLDINGS, LLC · MEMBER · 75% or more · control person
- ListedSIGLER, MARY, ANN · CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
PLATINUM EQUITY, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $32.0M | 2 | 0001104659-26-096447 |
| 2026-03-31 | 2026-05-15 | $32.3M | 2 | 0001104659-26-061862 |
| 2025-12-31 | 2026-02-17 | $34.9M | 2 | 0001104659-26-015711 |
| 2025-09-30 | 2025-11-14 | $51.3M | 3 | 0001104659-25-111859 |
Filer Information
Address
360 NORTH CRESCENT DRIVEBEVERLY HILLS, CA 90210
Phone
(310) 712-1195
Filing Manager
PLATINUM EQUITY, LLC
Beverly Hills, CA
Signatory
Mary Ann Sigler
Exec. Vice President, Chief Financial Officer and Treasurer