Platinum Equity Advisors, LLC/DE

Key Holdings

The portfolio is entirely composed of Custom Truck One Source Inc, which represents 100% of the total assets. Platinum Equity holds 156.74 million shares valued at $1.01 billion. This dominant position indicates that Platinum Equity likely acts as a strategic or controlling shareholder in the company. Given the sheer volume of shares held relative to the total portfolio value, this is not a passive minority investment but rather reflects deep control or significant influence over the company's operations and strategic direction. The lack of any other holdings suggests that the firm views Custom Truck One Source as a standalone opportunity capable of delivering the firm's targeted returns without the need for broader market hedging or diversification.