BDT Capital Partners, LLC
13F filer · CIK 0001510974Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$4.35BU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter+$9.67MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20263 positions | |||||
| $3.73B | 85.72% | 70.82% | Not reported | Q4 2025 | |
| $414M | 9.51% | Not reported | +2.4% | Q1 2023 | |
| $207M | 4.76% | 13.35% | Not reported | Q1 2026 | |
| Q1 2026Reported May 15, 20263 positions | |||||
| $2.92B | 83.15% | 71.01% | Not reported | Q4 2025 | |
| $377M | 10.73% | Not reported | Not reported | Q1 2023 | |
| $215M | 6.12% | 13.35% | New | Q1 2026 | |
| Q4 2025Reported Feb 17, 20263 positions | |||||
| $2.86B | 90.17% | 71.26% | New | Q4 2025 | |
| $312M | 9.83% | Not reported | Not reported | Q1 2023 | |
| $110K | 0.00% | 0.12% | +1899.7% | Q2 2023 | |
| Q3 2025Reported Nov 14, 20252 positions | |||||
| $314M | 100.00% | Not reported | +4.1% | Q1 2023 | |
| $4.09K | 0.00% | 0.01% | Not reported | Q2 2023 | |
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