BDT CAPITAL PARTNERS, LLC

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Institutional

CIK 0001510974

$3.51B

Reported AUM

Positions

Q1 2026

Period

2026-05-15

Filed

The Brief · BDT CAPITAL PARTNERS, LLC · Q1 2026

AI · grounded in 13F

BDT CAPITAL PARTNERS, LLC established a new position in EQPT valued at $214.88M. The fund also closed its position in CBUS, reducing its exposure by $110.33K. These moves bring the fund's total assets under management to $3.51B across three positions.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	ALH	ALLIANCE LAUNDRY HLDGS INC	$25.67	-1.16%	2.72%	7.99%	$2.92B	83.15%	—	HELD
2	UA	UNDER ARMOUR INC	$6.70	-3.10%	11.63%	-65.55%	$376.6M	10.73%	—	HELD
3	EQPT	EQUIPMENTSHARE COM INC	$17.94	-0.11%	-44.84%	-38.11%	$214.9M	6.12%	—	HELD

Source: SEC EDGAR · accession 0001193125-26-226785. 13F discloses long positions only — shorts, foreign equities, and options are excluded.