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
+38.41%
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
$286M
AUM Growth
-$67.5M
Cap. Flow
-$137M
Cap. Flow %
-47.98%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
1

Top Buys

1
UA icon
Under Armour Class C
UA
+$68.4M

Top Sells

1
WEBR
Weber Inc.
WEBR
+$206M

Sector Composition

1 Consumer Staples 77.72%
2 Consumer Discretionary 22.19%
3 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DNUT icon
1
Krispy Kreme
DNUT
$593M
$222M 77.72%
14,301,260
– –
UA icon
2
Under Armour Class C
UA
$2.82B
$63.5M 22.19%
+7,443,884
New +$68.4M
OUST icon
3
Ouster
OUST
$2.91B
$256K 0.09%
30,649
– –
WEBR
4
DELISTED
Weber Inc.
WEBR
– –
-25,557,718
Closed -$206M

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