BDT CAPITAL PARTNERS, LLC

CHICAGO, IL · CIK 1510974 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$51.5bn
Staff498 · 231 in investment roles
Main clients (by assets)Private funds 100%
Private funds45 · $75.4bn gross assets
Websitebdtmsd.com
Form ADV · 2026-08-03SEC adviser record

Legal entityBDT CAPITAL PARTNERS, LLC (US)

$4.4bn reported value +24.0% vs Q1 2026

3positions

100.0%in top 10

0 new 1 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALLIANCE LAUNDRY HLDGS INC COM ALH	ALH	140,751,696	$3.7bn85.72%	85.72%	Unchanged
2	UNDER ARMOUR INC CL C UA	UA	66,605,319	$414.3m9.51%	9.51%	Added +1.6m	+1,554,586 2.4%
3	EQUIPMENTSHARE COM INC COM CL A EQPT	EQPT	10,548,937	$207.4m4.76%	4.76%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ALLIANCE LAUNDRY HLDGS INC ALH · 13G · filed 2026-02-13	ALH	71.3%≈ $3.7bn	new	13G	2026-02-13

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-08-20	ALLIANCE LAUNDRY HLDGS INC Director · See Footnote	ALH	Sold	25,932,500	$589.7m25.9m shares	-18%