MSD CAPITAL L P 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
MC
MSD CAPITAL L P
Institutional Filer 1.70%$87.3M3

Current Portfolio Holdings

Showing all 3 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1SAFESafehold Inc.Real Estate5.8M$78.2M89.59%
2HAYWHayward Holdings, Inc.Industrials384K$5.1M5.89%
3TSQTownsquare Media, Inc.Communication Services727K$3.9M4.52%
Showing 1 to 3 of 3 holdings
MSD CAPITAL L P 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner