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Berkshire Partners LLC

CIK:0001312988
Private Equity
$16B AUM
1 holdings
Boston, MA, United States
Founded:1984
100 employees
Latest filing:Jun 30, 2025

Berkshire Partners LLC is a Boston-based American private equity investment firm founded in 1984. The firm specializes in private and public equity investments, focusing on middle-market and growth companies across sectors such as business & consumer services, healthcare, industrials, and technology & communications. With a 100% employee-owned structure and over 35 years of investment history, Berkshire Partners has made more than 150 private equity investments, employs approximately 100 professionals, and manages over $16 billion in capital. The firm primarily partners with management teams to help grow businesses and create long-term value for institutional investors, including pension funds, foundations, and endowments.

Investment Strategy

Berkshire Partners pursues a collaborative, long-term investment approach focusing on well-positioned and growing companies. In private equity, they target businesses with enterprise values ranging from $100 million to $1.5 billion, typically investing $50–$500 million per company. The core sectors are business and consumer services, healthcare, industrials, and technology & communications. Berkshire Partners emphasizes a stewardship model—maintaining deep relationships with management and aiming for sustainable value creation. Their public equities platform, Stockbridge, focuses on concentrated, high-conviction investments in quality growth businesses with a long-term horizon. Responsible, sustainable investing and analytical rigor are core to their investment philosophy.

Latest 13F Filing Activity

Berkshire Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1 equity positions with a total 13F market value of $12M. The fund increased holdings in Portillos Inc.. Berkshire Partners LLC reduced exposure to Portillos Inc..

Top Buys
P
PTLOPORTILLOS INC
-$32.4M
Top Sells
P
PTLOPORTILLOS INC
-$32.4M

Top Holdings

P
PTLOPORTILLOS INC
+100.0%$12.2M

Equity Positions (1)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
P
PTLO
PORTILLOS INC100.00%$12.2M1,045,630$37.54$11.67-$32.4M

Industry Allocation

RETAIL-EATING PLACES
+100.0%