BDT Capital Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), BDT Capital Partners, LLC reported 3 stock positions worth $3.5 billion. Its top holding was Alliance Laundry (ALH) at 83.2% of the portfolio, followed by Under Armour Class C (UA, 10.7%) and Equipmentshare.com Class A (EQPT, 6.1%). Compared with Q4 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Equipmentshare.com Class A (EQPT) and the biggest sale an exit from Cibus (CBUS).