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BC Partners PE LP

New York, NY

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$4.4bn in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.7% of the portfolio this quarter.

Value
$4.4bn
Stocks
2
Top 10 share
100.0%
Turnover
1.7%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

None this quarter.

Holdings

  • ChewyCHWY
    Share
    78.2%
    Value
    $3.5bn
    Shares
    176,478,228

    Held

  • GFL EnvironmentalGFL
    Share
    21.8%
    Value
    $965m
    Shares
    29,912,724

    Held

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is down 53.9% since 30 June 2025.

Where the money is

Retail & consumer78.2%
Utilities21.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.