BDT CAPITAL PARTNERS, LLC
Private Equity
BDT CAPITAL PARTNERS, LLC is a Private Equity based in Chicago, IL led by Gregg Robert Lemkau, reporting $49.5B in AUM as of Q3 2025 with 100% Consumer Cyclical concentration, with only 2 positions, and 100% allocation to UA.
CEOGregg Robert Lemkau
- Portfolio Value
- $314.2M
- Positions
- 2
- Top Holding
- UA at 100%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BDT CAPITAL PARTNERS, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Apparel - Manufacturers Consumer Cyclical | $314.2M | 100.00% | +$12.5M Bought | 15.17% 65.1M shares | |
Biotechnology Healthcare | $4.1K | 0.00% | — | 0.01% 3.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BDT CAPITAL PARTNERS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+4.14% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for BDT CAPITAL PARTNERS, LLC
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