Arkolith/Funds/BDT Capital Partners, LLC

BDT Capital Partners, LLC

CIK 1510974Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

BDT Capital Partners, LLC holds a concentrated book of 3 stocks worth $3.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Equipmentshare.com Inc-A. Their largest long position is Alliance Laundry Holdings In at 83% of the equity book.

Opened
1
bought for the first time
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
89%
Consumer Discretionary
11%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as BDT Capital Partners, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.4 / 3$189.9M
VANGUARD CAPITAL MANAGEMENT LLC4 / 3$113.1M
JPMORGAN CHASE & CO4 / 3$68.6M
GEODE CAPITAL MANAGEMENT, LLC4 / 3$67.1M
STATE STREET CORP4 / 3$66.5M
MILLENNIUM MANAGEMENT LLC4 / 3$44.0M
UBS Group AG4 / 3$43.1M
FMR LLC4 / 3$37.1M

Ranked by how many of BDT Capital Partners, LLC's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3 positions
#SecurityValueShares% PortLast moveHistory
1Alliance Laundry Hldgs Inc
COM
$2.9B140.75M
83.2%
—Held
2Under Armour Inc
CL C
$376.6M65.05M
10.7%
—Held
3Equipmentshare Com Inc
COM CL A
$214.9M10.55M
6.1%
▲New
New position
Showing all 3 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20263$3.5B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20263$3.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20252$314.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20252$405.4M13F-HR
Q1 2025Mar 31, 2025May 15, 20252$354.4M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20252$391.0M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20242$501.6M13F-HR
Q2 2024Jun 30, 2024Aug 14, 20242$390.8M13F-HR
Q1 2024Mar 31, 2024May 15, 20242$378.2M13F-HR
Q4 2023Dec 31, 2023Feb 14, 20242$358.7M13F-HR
Q3 2023Sep 30, 2023Nov 14, 20233$277.5M13F-HR
Q2 2023Jun 30, 2023Aug 14, 20233$334.8M13F-HR
Q1 2023Mar 31, 2023May 15, 20233$286.1M13F-HR
Q4 2022Dec 31, 2022Feb 14, 20233$353.6M13F-HR
Q3 2022Sep 30, 2022Nov 14, 20223$333.1M13F-HR
Q2 2022Jun 30, 2022Aug 15, 20223$379.3M13F-HR
Q1 2022Mar 31, 2022May 16, 20224$3.1B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20224$3.1B13F-HR
Q3 2021Sep 30, 2021Nov 15, 20214$3.0B13F-HR
Q2 2021Jun 30, 2021Aug 16, 20212$4.0B13F-HR
Q1 2021Mar 31, 2021May 28, 20212$3.9B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20211$3.7B13F-HR
Q3 2020Sep 30, 2020Nov 16, 20201$3.2B13F-HR
Q2 2020Jun 30, 2020Aug 14, 20201$2.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.