2026 Q2 Portfolio Activity
In 2026 Q2, BDT CAPITAL PARTNERS, LLC maintained a portfolio of 3 distinct positions.
Position History
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Total Positions
3
Quarter
2026 Q2
Top Holding
ALH (85.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
BDT CAPITAL PARTNERS, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ALH
ALLIANCE LAUNDR...
|
Consumer Cyclical | 85.72% | 83.15% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
140,751,696 | $3,732,734,978 |
$20.35
+17.1%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
UA
UNDER ARMOUR IN...
|
Consumer Cyclical | 9.51% | 10.73% |
#2
Prev: #2
|
5.8 |
—
|
1,554,586 | 2.4% |
P
S
|
66,605,319 | $414,285,084 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
EQUIPMENTSHARE ...
|
|
Unknown | 4.76% | 6.12% |
#3
Prev: #3
|
3.9 |
—
|
no change | no change |
P
S
|
10,548,937 | $207,392,101 | — | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-3 of 3 holdings