BDT CAPITAL PARTNERS, LLC — 13F Holdings & Portfolio
CIK 1510974 · latest 13F-HR filed 2026-08-14
BDT CAPITAL PARTNERS, LLC manages $4.35B in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ALH (85.72%), UA (9.51%), EQPT (4.76%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 0 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$4.35B
Long-equity book
Holdings
3
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+0 / −0 / ↑2 / ↓0
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 3, 2026.
Assets Under Management
$51.52B
Discretionary
$51.51B
Employees
498
Accounts
46
Address
401 N. MICHIGAN AVENUE
SUITE 3100
CHICAGO, IL 60611
SUITE 3100
CHICAGO, IL 60611
Phone
(312) 660-7300
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BDT & MSD HOLDINGS, L.P. Control | PARENT since Jan 2023 | 75% or more | Domestic Entity |
| BDTP GP, LLC Control | MANAGING MEMBER since Apr 2009 | Less than 5% | Domestic Entity |
| BESHARA, ADAM, CHRISTOPHER Control | PRESIDENT since May 2026 | Less than 5% | Individual |
| DEBAUBIGNY, JULIET, BARNETT Control | PRESIDENT since Jul 2026 | Less than 5% | Individual |
| ENNESSER, AMY, LEE Control | PRESIDENT since Jan 2026 | Less than 5% | Individual |
| FEINGOLD, CHAD, MORGAN Control | PARTNER & CHIEF OPERATING OFFICER since Jan 2026 | Less than 5% | Individual |
| JESTER, DAN, HAMILL Control | PRESIDENT since Nov 2013 | Less than 5% | Individual |
| LEMKAU, GREGG, ROBERT Control | CO-CHIEF EXECUTIVE OFFICER since Jan 2023 | Less than 5% | Individual |
| MICHEL, CINDY, ZEE Control | PARTNER & GLOBAL CHIEF COMPLIANCE OFFICER since Jan 2020 | Less than 5% | Individual |
| OLAFSON, GREGORY, GORDON Control | PRESIDENT since Jan 2026 | Less than 5% | Individual |
| ORR, SAN, WATTERSON Control | PRESIDENT since Apr 2009 | Less than 5% | Individual |
| SCHALTENBRAND, LAWRENCE, EDWARD Control | PARTNER & CO-CHIEF FINANCIAL OFFICER since Jan 2026 | Less than 5% | Individual |
| SIMONDS, ROBERT, KENNETH Control | PARTNER & GENERAL COUNSEL since Sep 2023 | Less than 5% | Individual |
| STOCK, DANIEL, ROBERT Control | PARTNER & CO-CHIEF FINANCIAL OFFICER since Jan 2026 | Less than 5% | Individual |
| TROTT, BYRON, DAVID Control | CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER since Apr 2009 | Less than 5% | Individual |
| Thomas, David, Scott Control | PARTNER & CHIEF LEGAL OFFICER since Jul 2026 | Less than 5% | Individual |
| BDTP GP, LLC Control Indirect owner via BDT & MSD HOLDINGS, L.P. | GENERAL PARTNER since Dec 2011 | General partner, trustee or manager | Domestic Entity |
| TROTT, BYRON, DAVID Control Indirect owner via BDTP GP, LLC | MEMBER since Apr 2009 | 75% or more | Individual |
| TROTT, BYRON, DAVID Control Indirect owner via BDT & MSD HOLDINGS, L.P. | LIMITED PARTNER since Sep 2011 | 25–50% | Individual |
Ownership & leadership changes · 18 filings with changes since Feb 13, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Aug 3, 2026 filing
- No longer listedTodd, Mary Ann · PARTNER & CHIEF LEGAL OFFICER · Less than 5% · control person · listed since Jan 2018
- AddedBESHARA, ADAM, CHRISTOPHER · PRESIDENT · Less than 5% · control person
- AddedDEBAUBIGNY, JULIET, BARNETT · PRESIDENT · Less than 5% · control person
- AddedThomas, David, Scott · PARTNER & CHIEF LEGAL OFFICER · Less than 5% · control person
Mar 30, 2026 filing
- No longer listedBURNS, MICHAEL, EDWIN · PARTNER & CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Apr 2009
- AddedENNESSER, AMY, LEE · PRESIDENT · Less than 5% · control person
- AddedOLAFSON, GREGORY, GORDON · PRESIDENT · Less than 5% · control person
- AddedSCHALTENBRAND, LAWRENCE, EDWARD · PARTNER & CO-CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedSTOCK, DANIEL, ROBERT · PARTNER & CO-CHIEF FINANCIAL OFFICER · Less than 5% · control person
- Listed againFEINGOLD, CHAD, MORGAN · PARTNER & CHIEF OPERATING OFFICER · Less than 5% · control person
Aug 12, 2025 filing
- No longer listedROGERS, BRENDAN, PEARSALL · PARTNER & CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jan 2023
Mar 31, 2025 filing
- AddedSIMONDS, ROBERT, KENNETH · PARTNER & GENERAL COUNSEL · Less than 5% · control person
- ChangedBDTP GP, LLC · title MEMBER → MANAGING MEMBER
- ChangedMICHEL, CINDY, ZEE · title MANAGING DIRECTOR & GLOBAL CHIEF COMPLIANCE OFFICER → PARTNER & GLOBAL CHIEF COMPLIANCE OFFICER
Mar 28, 2024 filing
- No longer listedBDT & MSD HOLDINGS, L.P. · MEMBER · 75% or more · indirect via BDT PARTNERS, LLC · control person · listed since Dec 2021
- No longer listedBDT PARTNERS, LLC · MEMBER · 75% or more · control person · listed since Apr 2009
- AddedBDT & MSD HOLDINGS, L.P. · PARENT · 75% or more · control person
- AddedTROTT, BYRON, DAVID · LIMITED PARTNER · 25–50% · indirect via BDT & MSD HOLDINGS, L.P. · control person
- ChangedMICHEL, CINDY, ZEE · title MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR & GLOBAL CHIEF COMPLIANCE OFFICER
- ChangedTodd, Mary Ann · title PARTNER & GENERAL COUNSEL → PARTNER & CHIEF LEGAL OFFICER
Jan 31, 2023 filing
- No longer listedBDT & COMPANY HOLDINGS, L.P. · MEMBER · 75% or more · indirect via BDT PARTNERS, LLC · control person · listed since Dec 2021
- No longer listedBDTP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BDT & COMPANY HOLDINGS, L.P. · control person · listed since Dec 2011
- No longer listedFEINGOLD, CHAD, MORGAN · PARTNER & CHIEF ADMINISTRATIVE OFFICER · Less than 5% · control person · listed since Apr 2009
- AddedBDT & MSD HOLDINGS, L.P. · MEMBER · 75% or more · indirect via BDT PARTNERS, LLC · control person
- AddedBDTP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BDT & MSD HOLDINGS, L.P. · control person
- AddedLEMKAU, GREGG, ROBERT · CO-CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- AddedROGERS, BRENDAN, PEARSALL · PARTNER & CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedTROTT, BYRON, DAVID · title FOUNDER, CHAIRMAN & CEO → CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER
Mar 30, 2022 filing
- No longer listedBDT PARTNERS, L.P. · MEMBER · 75% or more · control person · listed since Apr 2009
- No longer listedBDTP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BDT PARTNERS, L.P. · control person · listed since Apr 2009
- AddedBDT & COMPANY HOLDINGS, L.P. · MEMBER · 75% or more · indirect via BDT PARTNERS, LLC · control person
- AddedBDT PARTNERS, LLC · MEMBER · 75% or more · control person
- AddedBDTP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BDT & COMPANY HOLDINGS, L.P. · control person
- ChangedBURNS, MICHAEL, EDWIN · title MANAGING DIRECTOR AND CFO → PARTNER & CHIEF FINANCIAL OFFICER
- ChangedFEINGOLD, CHAD, MORGAN · title PARTNER AND CAO → PARTNER & CHIEF ADMINISTRATIVE OFFICER
- ChangedTROTT, BYRON, DAVID · title FOUNDER, CHAIRMAN AND CEO → FOUNDER, CHAIRMAN & CEO
- ChangedTodd, Mary Ann · title PARTNER AND GENERAL COUNSEL → PARTNER & GENERAL COUNSEL
Mar 31, 2021 filing
- No longer listedBUSH, WILLIAM, ROBERT · CO-FOUNDER AND VICE CHAIRMAN · Less than 5% · control person · listed since Apr 2009
- No longer listedMosley, Daniel, Lynn · PARTNER · Less than 5% · control person · listed since Feb 2018
May 19, 2020 filing
- No longer listedDUNNE, JENNIFER, DAVIS · PARTNER · Less than 5% · control person · listed since Jan 2019
- No longer listedHAGGE, TIFFANY, KATHLEEN · PARTNER · Less than 5% · control person · listed since Jan 2020
- No longer listedHEAD, JAMES, MICHAEL · PARTNER · Less than 5% · control person · listed since Jan 2016
- No longer listedHOVDE, GENEVIEVE, E · PARTNER · Less than 5% · control person · listed since Jan 2019
- No longer listedKEFFER, ELIZABETH, BAKER · PARTNER · Less than 5% · control person · listed since Jan 2019
- No longer listedLAL, ASHISH, KUMAR · PARTNER · Less than 5% · control person · listed since Jan 2020
- No longer listedLEGASPI, EDGAR, D · PARTNER · Less than 5% · control person · listed since Jan 2017
- No longer listedMCLELLAN, DONALD, FRANCIS · PARTNER · Less than 5% · control person · listed since Apr 2009
- No longer listedMEYER, NOA, ANNE · PARTNER · Less than 5% · control person · listed since Jan 2020
- No longer listedRAINKO, KELLY, DARIN · PARTNER · Less than 5% · control person · listed since Jan 2018
- No longer listedREID, ROBERT, DENNIS · PARTNER · Less than 5% · control person · listed since Jan 2020
- No longer listedReece, Joseph, Elliot · PARTNER · Less than 5% · control person · listed since Oct 2019
- No longer listedSHEFTER, DANIEL, MATTHEW · PARTNER · Less than 5% · control person · listed since Jan 2019
- No longer listedSHINN, BONG, NMN · PARTNER · Less than 5% · control person · listed since Jan 2020
- No longer listedTHOMPSON, TIMOTHY, SANDS · PARTNER · Less than 5% · control person · listed since Feb 2017
- No longer listedVERIGAN, ROBERT, LEE · PARTNER · Less than 5% · control person · listed since Oct 2013
Mar 30, 2020 filing
- No longer listedGILLIGAN, JOHN, EAMONN · PARTNER · Less than 5% · control person · listed since Jan 2018
- No longer listedGUTMAN, JOSEPH, DON · PARTNER · Less than 5% · control person · listed since Jan 2017
- No longer listedKOCH, MONTE, MERRITT · PARTNER · Less than 5% · control person · listed since Nov 2015
- No longer listedROBINSON, ELBERT, O. · PARTNER · Less than 5% · control person · listed since Jan 2018
- No longer listedWILLIAMS, CHRISTOPHER, HALE · PARTNER · Less than 5% · control person · listed since Jan 2016
- AddedHAGGE, TIFFANY, KATHLEEN · PARTNER · Less than 5% · control person
- AddedLAL, ASHISH, KUMAR · PARTNER · Less than 5% · control person
- AddedMEYER, NOA, ANNE · PARTNER · Less than 5% · control person
- AddedREID, ROBERT, DENNIS · PARTNER · Less than 5% · control person
- AddedReece, Joseph, Elliot · PARTNER · Less than 5% · control person
- AddedSHINN, BONG, NMN · PARTNER · Less than 5% · control person
Older changes (9 more filings)
Feb 4, 2020 filing
- AddedMICHEL, CINDY, ZEE · MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedMCLELLAN, DONALD, FRANCIS · title PARTNER AND CCO → PARTNER
Mar 29, 2019 filing
- AddedDUNNE, JENNIFER, DAVIS · PARTNER · Less than 5% · control person
- AddedHOVDE, GENEVIEVE, E · PARTNER · Less than 5% · control person
- AddedKEFFER, ELIZABETH, BAKER · PARTNER · Less than 5% · control person
- AddedSHEFTER, DANIEL, MATTHEW · PARTNER · Less than 5% · control person
- ChangedFEINGOLD, CHAD, MORGAN · title MANAGING DIRECTOR AND CAO → PARTNER AND CAO
Mar 29, 2018 filing
- No longer listedDILLS, JOHN, PATRICK · PARTNER · Less than 5% · control person · listed since Jan 2017
- AddedBDTP GP, LLC · MEMBER · Less than 5% · control person
- AddedGILLIGAN, JOHN, EAMONN · PARTNER · Less than 5% · control person
- AddedMosley, Daniel, Lynn · PARTNER · Less than 5% · control person
- AddedRAINKO, KELLY, DARIN · PARTNER · Less than 5% · control person
- AddedROBINSON, ELBERT, O. · PARTNER · Less than 5% · control person
- AddedTodd, Mary Ann · PARTNER AND GENERAL COUNSEL · Less than 5% · control person
- ChangedBUSH, WILLIAM, ROBERT · title VICE CHAIRMAN → CO-FOUNDER AND VICE CHAIRMAN
- ChangedMCLELLAN, DONALD, FRANCIS · title MANAGING DIRECTOR AND CCO → PARTNER AND CCO
- ChangedORR, SAN, WATTERSON · title PARTNER AND COO → PRESIDENT
- ChangedTROTT, BYRON, DAVID · title CHAIRMAN AND CEO → FOUNDER, CHAIRMAN AND CEO
- ChangedVERIGAN, ROBERT, LEE · title MANAGING DIRECTOR AND GENERAL COUNSEL → PARTNER
Mar 31, 2017 filing
- AddedDILLS, JOHN, PATRICK · PARTNER · Less than 5% · control person
- AddedGUTMAN, JOSEPH, DON · PARTNER · Less than 5% · control person
- AddedLEGASPI, EDGAR, D · PARTNER · Less than 5% · control person
- AddedTHOMPSON, TIMOTHY, SANDS · PARTNER · Less than 5% · control person
- ChangedBURNS, MICHAEL, EDWIN · title CFO → MANAGING DIRECTOR AND CFO
- ChangedFEINGOLD, CHAD, MORGAN · title MANAGING DIRECTOR & CAO → MANAGING DIRECTOR AND CAO
- ChangedHEAD, JAMES, MICHAEL · title PARTNER & CO-HEAD OF ADVISORY SERVICES, NEW YORK OFFICE → PARTNER
- ChangedJESTER, DAN, HAMILL · title CO-COO → PRESIDENT
- ChangedORR, SAN, WATTERSON · title CO-COO & CO-HEAD OF ADVISORY SERVICES → PARTNER AND COO
Mar 30, 2016 filing
- AddedHEAD, JAMES, MICHAEL · PARTNER & CO-HEAD OF ADVISORY SERVICES, NEW YORK OFFICE · Less than 5% · control person
- AddedKOCH, MONTE, MERRITT · PARTNER · Less than 5% · control person
- AddedWILLIAMS, CHRISTOPHER, HALE · PARTNER · Less than 5% · control person
- ChangedBUSH, WILLIAM, ROBERT · title VICE CHAIRMAN AND GENERAL COUNSEL → VICE CHAIRMAN
- ChangedORR, SAN, WATTERSON · title CO-COO & HEAD OF ADVISORY SERVICES → CO-COO & CO-HEAD OF ADVISORY SERVICES
- ChangedVERIGAN, ROBERT, LEE · title MANAGING DIRECTOR AND ASSOCIATE GENERAL COUNSEL → MANAGING DIRECTOR AND GENERAL COUNSEL
Mar 27, 2015 filing
- AddedJESTER, DAN, HAMILL · CO-COO · Less than 5% · control person
- ChangedFEINGOLD, CHAD, MORGAN · title CAO → MANAGING DIRECTOR & CAO
- ChangedORR, SAN, WATTERSON · title PARTNER AND COO → CO-COO & HEAD OF ADVISORY SERVICES
Mar 28, 2014 filing
- AddedVERIGAN, ROBERT, LEE · MANAGING DIRECTOR AND ASSOCIATE GENERAL COUNSEL · Less than 5% · control person
- ChangedMCLELLAN, DONALD, FRANCIS · title SENIOR PRINCIPAL AND CCO → MANAGING DIRECTOR AND CCO
Mar 28, 2013 filing
- ChangedBUSH, WILLIAM, ROBERT · title PARTNER AND GENERAL COUNSEL → VICE CHAIRMAN AND GENERAL COUNSEL
Feb 13, 2012 filing (earliest on record)
- ListedBDT PARTNERS, L.P. · MEMBER · 75% or more · control person
- ListedBDTP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BDT PARTNERS, L.P. · control person
- ListedBURNS, MICHAEL, EDWIN · CFO · Less than 5% · control person
- ListedBUSH, WILLIAM, ROBERT · PARTNER AND GENERAL COUNSEL · Less than 5% · control person
- ListedFEINGOLD, CHAD, MORGAN · CAO · Less than 5% · control person
- ListedMCLELLAN, DONALD, FRANCIS · SENIOR PRINCIPAL AND CCO · Less than 5% · control person
- ListedORR, SAN, WATTERSON · PARTNER AND COO · Less than 5% · control person
- ListedTROTT, BYRON, DAVID · CHAIRMAN AND CEO · Less than 5% · control person
- ListedTROTT, BYRON, DAVID · MEMBER · 75% or more · indirect via BDTP GP, LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ALLIANCE LAUNDRY HLDGS INC$813.5M +27.9%
- UNDER ARMOUR INC$37.6M +10.0%
BDT CAPITAL PARTNERS, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $4.35B | 3 | 0001104659-26-097248 |
| 2026-03-31 | 2026-05-15 | $3.51B | 3 | 0001193125-26-226785 |
| 2025-12-31 | 2026-02-17 | $3.18B | 3 | 0001193125-26-054682 |
| 2025-09-30 | 2025-11-14 | $314.2M | 2 | 0001193125-25-282903 |
Filer Information
Address
401 NORTH MICHIGAN AVENUESUITE 3100
CHICAGO, IL 60611
Phone
(312) 660-7311
Filing Manager
BDT CAPITAL PARTNERS, LLC
CHICAGO, IL
Signatory
Daniel R. Stock
Partner & Co-Chief Financial Officer