BDT CAPITAL PARTNERS, LLC

CIK 0001510974 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

BDT CAPITAL PARTNERS, LLC reported 3 positions worth $4.35B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ALH (85.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$4.35B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

3 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	ALH	ALLIANCE LAUNDRY HLDGS INC	SH	$3.73B	85.72%	140,751,696	—	—
▸ 2	UA	UNDER ARMOUR INC	SH	$414.3M	9.51%	66,605,319	—	—
▸ 3	EQPT	EQUIPMENTSHARE COM INC	SH	$207.4M	4.76%	10,548,937	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BDT CAPITAL PARTNERS, LLC hold as of Q2 2026?

BDT CAPITAL PARTNERS, LLC reported 3 positions worth $4.35B in its Q2 2026 13F filing. Largest positions: ALH (85.7%), UA (9.5%) and EQPT (4.8%).

What did BDT CAPITAL PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BDT CAPITAL PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.