Bdt Capital Partners 13F annual report

Bdt Capital Partners is an investment fund managing more than $391 billion ran by Michael Burns. There are currently 2 companies in Mr. Burns’s portfolio. The largest investments include Under Armour Inc and Cibus Inc, together worth $391 billion.

$391 billion Assets Under Management (AUM)

As of 7th August 2024, Bdt Capital Partners’s top holding is 59,838,099 shares of Under Armour Inc currently worth over $391 billion and making up 100.0% of the portfolio value. Relative to the number of outstanding shares of Under Armour Inc, Bdt Capital Partners owns less than 0.3% of the company. In addition, the fund holds 3,171 shares of Cibus Inc worth $31.2 million.

Currently, Bdt Capital Partners's portfolio is worth at least $391 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Bdt Capital Partners

The Bdt Capital Partners office and employees reside in Chicago, Illinois. According to the last 13-F report filed with the SEC, Michael Burns serves as the Partner & Chief Financial Officer at Bdt Capital Partners.

Recent trades

In the most recent 13F filing, Bdt Capital Partners revealed that it had increased its stake in Under Armour Inc and bought 16,884,162 additional shares worth around $130 million. This means they effectively own 0.3% of the company. Under Armour Inc makes up 100.0% of the fund's Consumer Discretionary sector allocation and has grown its share price by 9.1% in the past year.

One of the smaller hedge funds

The two most similar investment funds to Bdt Capital Partners are Traverso Chambers Private Wealth Management and Pettinga Advisors. They manage $391 billion and $391 billion respectively.

Michael Burns investment strategy

Bdt Capital Partners’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 100.0% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $4.53 billion.

The complete list of Bdt Capital Partners trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Under Armour Inc	39.31% 59,838,099	$390,742,786,000	99.99%
Cibus Inc	No change 3,171	$31,234,000	0.01%
No transactions found
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