BAIN CAPITAL INVESTORS LLC Long-Term Concentrated

Location: Boston, MA

CIK: 0001040508 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $3.268B (100.0% shares, 0.0% debt)

Holdings (7)

New Positions (2)

BOBS BOBS DISC FURNITURE INC 34.3%

Value $1.121B Shares 95,370,751 Est. Cost $11.75 Unrealized —

ADV ADVANTAGE SOLUTIONS INC 0.1%

Value $2.444M Shares 115,600 Est. Cost $21.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BOBS	BOBS DISC FURNITURE INC	95,370,751	$1.121B	34.3%	$11.75	—	COM SHS	09681N106
ADV	ADVANTAGE SOLUTIONS INC	115,600	$2.444M	0.1%	$21.14	—	COM NEW CL A	00791N201

Exited Positions (2)

COHR COHERENT CORP 55.2%

Value $1.804B Shares 9,775,846 Est. Cost $149.58 Unrealized +42.6%

ADV ADVANTAGE SOLUTIONS INC 0.1%

Value $2.543M Shares 2,890,000 Est. Cost $10.52 Unrealized -92.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
COHR	COHERENT CORP	9,775,846	$1.804B	55.2%	$149.58	+42.6%	—	19247G107
ADV	ADVANTAGE SOLUTIONS INC	2,890,000	$2.543M	0.1%	$10.52	-92.5%	—	00791N102

Unchanged Positions (5)

SGRY SURGERY PARTNERS INC 18.2%

Value $595M Shares 49,946,972 Est. Cost $31.75 Unrealized -51.9%

KMTS KESTRA MED TECHNOLOGIES LTD 15.3%

Value $502M Shares 25,172,338 Est. Cost $22.98 Unrealized +9.6%

AVAH AVEANNA HEALTHCARE HLDGS INC 16.1%

Value $526M Shares 81,600,880 Est. Cost $11.86 Unrealized -30.4%

WAY WAYSTAR HLDG CORP 9.8%

Value $319M Shares 13,243,539 Est. Cost $21.67 Unrealized +26.9%

NTNX NUTANIX INC 6.2%

Value $204M Shares 5,355,285 Est. Cost $54.94 Unrealized -20.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SGRY	SURGERY PARTNERS INC	49,946,972	$595M	18.2%	$31.75	-51.9%	COM	86881A100
KMTS	KESTRA MED TECHNOLOGIES LTD	25,172,338	$502M	15.3%	$22.98	+9.6%	SHS	G52441105
AVAH	AVEANNA HEALTHCARE HLDGS INC	81,600,880	$526M	16.1%	$11.86	-30.4%	COM	05356F105
WAY	WAYSTAR HLDG CORP	13,243,539	$319M	9.8%	$21.67	+26.9%	COM	946784105
NTNX	NUTANIX INC	5,355,285	$204M	6.2%	$54.94	-20.5%	CL A	67059N108