We are live on ! Find out more
BCP

BDT Capital Partners Portfolio holdings

AUM $3.51B
1-Year Est. Return 31.02%
This Fund
S&P 500
This Quarter Est. Return
-3.69%
1 Year Est. Return
-31.02%
3 Year Est. Return
-49.7%
5 Year Est. Return
-42.66%
10 Year Est. Return
-43.8%
AUM
$2.99B
AUM Growth
-$1.05B
Cap. Flow
-$974M
Cap. Flow %
-32.61%
Top 10 Hldgs %
100%
Holding
4
New
2
Increased
–
Reduced
1
Closed
–

Top Buys

1
WEBR
Weber Inc.
WEBR
+$410M
2
DNUT icon
Krispy Kreme
DNUT
+$229M

Top Sells

1
KDP icon
Keurig Dr Pepper
KDP
+$1.61B

Sector Composition

1 Consumer Staples 84.8%
2 Consumer Discretionary 15.05%
3 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KDP icon
1
Keurig Dr Pepper
KDP
$43.1B
$2.33B 78.1%
68,289,747
-46,130,233
-40% -$1.61B
WEBR
2
DELISTED
Weber Inc.
WEBR
$449M 15.05%
+25,548,789
New +$410M
DNUT icon
3
Krispy Kreme
DNUT
$593M
$200M 6.7%
+14,289,779
New +$229M
OUST icon
4
Ouster
OUST
$2.91B
$4.49M 0.15%
61,297
– –

Similar funds

AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return