BC Partners PE LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), BC Partners PE LP reported 3 stock positions worth $7.0 billion. Its top holding was Chewy Class A (CHWY) at 83.5% of the portfolio, followed by GFL Environmental Inc.-Sub VT (GFL, 16.5%) and Intelsat S A (0.0%). Compared with Q3 2025, it reduced 2. The biggest sale was Chewy Class A (CHWY, shares −7%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0002069049
Portfolio Value
$7.0B (Q4 2025)
SEC Filing
0001213900-26-017076 ↗ filed Feb 17, 2026

Holdings Value

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

Holdings 3 stocks · $7.0B

CHWY Chewy Inc. Class A 83.49% 176,478,228 $5.8B Reduce -7.0%
GFL GFL Environmental Inc.-Sub VT 16.51% 29,912,724 $1.2B Reduce -15.3%
INTELSAT S A 0.00% 34,738,563 $0 No change

Portfolio Sells Q3 2025 → Q4 2025

CHWY Chewy Inc. Class A Reduce -7.0% 83.49% −0.86
GFL GFL Environmental Inc.-Sub VT Reduce -15.3% 16.51% +0.86

Portfolio Buys Q3 2025 → Q4 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