BC Partners PE LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), BC Partners PE LP reported 3 stock positions worth $9.6 billion. Its top holding was Chewy Class A (CHWY) at 84.2% of the portfolio, followed by GFL Environmental Inc.-Sub VT (GFL, 15.8%) and Intelsat S A (0.0%). Compared with Q1 2025, it reduced 1. The biggest sale was Chewy Class A (CHWY, shares −14%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0002069049
Portfolio Value
$9.6B (Q2 2025)
SEC Filing
0001213900-25-075653 ↗ filed Aug 13, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2025: $8.6B Q1 2025 Q2 2025: $9.6B $9.6B Q2 2025 Q3 2025: $9.1B Q3 2025 Q4 2025: $7.0B Q4 2025 Q1 2026: $6.0B Q1 2026 Q2 2026: $4.4B Q2 2026

Holdings 3 stocks · $9.6B

CHWY Chewy Inc. Class A 84.16% 189,758,440 $8.1B Reduce -13.6%
GFL GFL Environmental Inc.-Sub VT 15.84% 35,337,520 $1.5B No change
INTELSAT S A 0.00% 34,738,563 $0 No change

Portfolio Sells Q1 2025 → Q2 2025

CHWY Chewy Inc. Class A Reduce -13.6% 84.16% +1.19

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$4.4BCHWY, GFL
Q1 2026 2$6.0BCHWY, GFL
Q4 2025 3$7.0BCHWY, GFL, INTELSAT S A
Q3 2025 3$9.1BCHWY, GFL, INTELSAT S A
Q2 2025 3$9.6BCHWY, GFL, INTELSAT S A
Q1 2025 3$8.6BCHWY, GFL, INTELSAT S A