BDT Capital Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), BDT Capital Partners, LLC reported 2 stock positions worth $405.4 million. Its top holding was Under Armour Class C (UA) at 100.0% of the portfolio, followed by Cibus (CBUS, 0.0%). Compared with Q1 2025, it added to 1. The biggest buy was Under Armour Class C (UA, shares +5%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001510974
Portfolio Value
$405.4M (Q2 2025)
SEC Filing
0000950123-25-008320 ↗ filed Aug 14, 2025

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 $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 Q2 2026

Holdings 2 stocks · $405.4M
UA Under Armour Inc. Class C 100.00% 62,463,879 $405.4M Add +4.9%
CBUS Cibus Inc. 0.00% 3,171 $4K No change

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
UA Under Armour Inc. Class C Add +4.9% 100.00% +0.00

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