BDT Capital Partners, LLC
BDT Capital Partners, LLC reported 3 US-listed holdings worth $4.35 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Alliance Laundry Hldgs Inc. (85.7%), Under Armour, Inc. (9.5%) and Equipmentshare Com Inc. (4.8%). Against the quarter before, it opened 0 positions, added to 1, trimmed 0 and sold out of 0.
Reported holdings$4.35B+24.0% on Q1 2026
Positions3as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toHeld
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 1Held 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Under Armour, Inc. UA+1.6 million shares · +2%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alliance Laundry Hldgs Inc. ALH | 140,751,696 | $3.73 billion | 85.72% | no change |
| Under Armour, Inc. UA | 66,605,319 | $414.3 million | 9.51% | +1,554,586 |
| Equipmentshare Com Inc. EQPT | 10,548,937 | $207.4 million | 4.76% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.