BDT CAPITAL PARTNERS, LLC
Long book
$3.51B
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
+21.5%
SPY +14.8%
Turnover
50%
of book per quarter
Strategy in plain words
auto-generated from filingsBDT CAPITAL PARTNERS, LLC is a diversified fundamental manager, specialised in industrials (83% of the long book), running a $3.51B US long book across 3 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ALLIANCE LAUNDRY HOLDINGS IN, UNDER ARMOUR INC-CLASS C, EQUIPMENTSHARE.COM INC-A.
Over the last 9 quarters its long book ran on average 4.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-8.6%
Q2 2024
+28.0%
Q3 2024
-10.8%
Q4 2024
-20.2%
Q1 2025
+9.1%
Q2 2025
-25.6%
Q3 2025
-0.6%
Q4 2025
+3.8%
Q1 2026
+21.5%
Sector allocation
Industrials 83%
Other 11%
Services media 6%
Long book by quarter
What does BDT CAPITAL own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 3 | $3.51B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 3 | $3.18B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 2 | $314.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 2 | $405.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 2 | $354.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 2 | $391.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 2 | $501.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 2 | $390.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 2 | $378.2M | canonical | SEC ↗ |