Berkshire Partners LLC
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.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PTLO | PORTILLOS INC | 100.00% | $12.2M | 1,045,630 | $37.54 | $11.67 | -$32.4M |