BDT Capital Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), BDT Capital Partners, LLC reported 3 stock positions worth $4.4 billion. Its top holding was Alliance Laundry (ALH) at 85.7% of the portfolio, followed by Under Armour Class C (UA, 9.5%) and Equipmentshare.com Class A (EQPT, 4.8%). Compared with Q1 2026, it added to 1. The biggest buy was Under Armour Class C (UA, shares +2%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001510974
Portfolio Value
$4.4B (Q2 2026)
SEC Filing
0001104659-26-097248 ↗ filed Aug 14, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $378.2M Q1 2024 Q2 2024: $390.8M Q2 2024 Q3 2024: $501.6M Q3 2024 Q4 2024: $391.0M Q4 2024 Q1 2025: $354.4M Q1 2025 Q2 2025: $405.4M Q2 2025 Q3 2025: $314.2M Q3 2025 Q4 2025: $3.2B Q4 2025 Q1 2026: $3.5B Q1 2026 Q2 2026: $4.4B $4.4B Q2 2026

Holdings 3 stocks · $4.4B
ALH Alliance Laundry Holdings Inc. 85.72% 140,751,696 $3.7B No change
UA Under Armour Inc. Class C 9.51% 66,605,319 $414.3M Add +2.4%
EQPT Equipmentshare.com Inc. Class A 4.76% 10,548,937 $207.4M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
UA Under Armour Inc. Class C Add +2.4% 9.51% −1.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$4.4BALH, UA, EQPT
Q1 2026 3$3.5BALH, UA, EQPT
Q4 2025 3$3.2BALH, UA, CBUS
Q3 2025 2$314.2MUA, CBUS
Q2 2025 2$405.4MUA, CBUS
Q1 2025 2$354.4MUA, CBUS
Q4 2024 2$391.0MUA, CBUS
Q3 2024 2$501.6MUA, CBUS
Q2 2024 2$390.8MUA, CBUS
Q1 2024 2$378.2MUA, CBUS