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BDT CAPITAL PARTNERS, LLC (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,510,715,766 · 3 positions · top-10 100.0% · SEC filing history →

13FScore 44/100 — cloning their disclosed top holdings over ~4.6y returned +0%/yr vs S&P +11%/yr (alpha -11%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer	% book	Value	Conviction	Business
$EQPT · EQUIPMENTSHARE COM INC	6.1%	$214,881,847	Med

Added to (≥+25% shares)

Issuer	% book	Δ shares	Conviction	Business
none

Top holdings now

Issuer	% book	Business
$ALH · ALLIANCE LAUNDRY HLDGS INC	83.2%
$UA · UNDER ARMOUR INC	10.7%	Athletic apparel and footwear
$EQPT · EQUIPMENTSHARE COM INC	6.1%

Generated 2026-06-27 · Alpha-Investor tracker