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CIK 1510974

13F portfolio (2026-Q1)
$3.5B
Positions
3
Implied 1Y CAGR
−14.2%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

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As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
3
Top 5
100.0%
Top 10
100.0%
Effective N
1.4
HHI
0.707

By sector

Industrials: 89.3%Consumer Discretionary: 10.7%Sector
Industrials89.3%
Consumer Discretionary10.7%

By market cap

Mid ($2–10B): 100.0%Size
Mid ($2–10B)100.0%

By industry group GICS — finer than sector

Industry groupWeightNames
Machinery83.15%1
Textiles, Apparel & Luxury Goods10.73%1
Commercial Services & Supplies6.12%1

Top holdings

#TickerNameSectorWeight
1ALHAlliance Laundry Holdings Inc.Industrials83.15%
2UAUnder Armour, Inc.Consumer Discretionary10.73%
3EQPTEquipmentShare.com IncIndustrials6.12%

3/3 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 52 quarters
0%25%50%75%100%20132014201520162017201820192020202120222023202420252026ENOVKDPDNUTUAALHEQPTOUSTCBUSWEBER INC

Sector allocation over 52 reported quarters, 2013-Q2 to 2026-Q1, 9 bands (top holdings within each sector). Latest quarter 2026-Q1: ALH 83.2%, UA 10.7%, EQPT 6.1%. Use the arrow keys to read a quarter.

Health Care
Consumer StaplesKDP, DNUT
Consumer Discretionary
IndustrialsALH, EQPT, OUST
Materials
Unclassified

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

0% of book weight is classified — the grid represents that much of the book.

ValueCore (blend)GrowthSmallMidLarge
holdings, colored by sector (0 classified)BDT CAPITAL PARTNERS, LLC centroid

Style box summary for BDT CAPITAL PARTNERS, LLC: no centroid.

Classified: 0.0% of book weight (0/3 names) · unclassified 100.0%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 3 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1ALHALLIANCE LAUNDRY HLDGS INC140,751,696$2.9B83.2%HOLD
2UAUNDER ARMOUR INC65,050,733$377M10.7%HOLD
3EQPTEQUIPMENTSHARE COM INC10,548,937$215M6.1%NEW

Position trends· top 3 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
ALHALLIANCE LAUNDRY HLDGS INC140.8M140.8M$2.9B
UAUNDER ARMOUR INC52.4M59.6M62.5M65.1M65.1M65.1M$377M
EQPTEQUIPMENTSHARE COM INC10.5M$215M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Similar managersIndustrials 89%
🔒 BHF Kleinwort Benson Group S.A.
🔒 Caledonia (Private) Investments Pty Ltd
🔒 Douglas C. Lane & Associates, Inc.
🔒 Genesis Asset Managers, LLP
🔒 Ghisallo Capital Management LLC
Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Industrials) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold ALH — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
Filers outside the free window show locked, not hidden.
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