# BDT CAPITAL PARTNERS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1510974. Source: https://holderbook.com/funds/1510974-bdt-capital-partners-llc/

- Reported value: $4.4B
- Positions: 3
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALLIANCE LAUNDRY HLDGS INC | [ALH](https://holderbook.com/stocks/ALH/) | $3.7B | 140,751,696 | 85.7% | 3 |
| UNDER ARMOUR INC | [UA](https://holderbook.com/stocks/UA/) | $414.3M | 66,605,319 | 9.5% | 14 |
| EQUIPMENTSHARE COM INC | [EQPT](https://holderbook.com/stocks/EQPT/) | $207.4M | 10,548,937 | 4.8% | 2 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $4.4B | 3 |
| Q1 2026 | $3.5B | 3 |
| Q4 2025 | $3.2B | 3 |
| Q3 2025 | $314.2M | 2 |
| Q2 2025 | $405.4M | 2 |
| Q1 2025 | $354.4M | 2 |
| Q4 2024 | $391.0M | 2 |
| Q3 2024 | $501.6M | 2 |
| Q2 2024 | $390.8M | 2 |
| Q1 2024 | $378.2M | 2 |
| Q4 2023 | $358.7M | 2 |
| Q3 2023 | $277.5M | 3 |