BDT Capital Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), BDT Capital Partners, LLC reported 3 stock positions worth $3.2 billion. Its top holding was Alliance Laundry (ALH) at 90.2% of the portfolio, followed by Under Armour Class C (UA, 9.8%) and Cibus (CBUS, 0.0%). Compared with Q3 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Alliance Laundry (ALH).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001510974
Portfolio Value
$3.2B (Q4 2025)
SEC Filing
0001193125-26-054682 ↗ filed Feb 17, 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 $3.2B Q4 2025 Q1 2026: $3.5B Q1 2026 Q2 2026: $4.4B Q2 2026

Holdings 3 stocks · $3.2B
ALH Alliance Laundry Holdings Inc. 90.17% 140,751,696 $2.9B New
UA Under Armour Inc. Class C 9.83% 65,050,733 $312.2M No change
CBUS Cibus Inc. 0.00% 63,410 $110K Add +1899.7%

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
ALH Alliance Laundry Holdings Inc. New 90.17% +90.17
CBUS Cibus Inc. Add +1899.7% 0.00% +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