MSD CAPITAL, L.P.

CIK 1105497 · View on SEC EDGAR ↗

Portfolio value
$101.8M
#8,327 of 9,443 by 13F value · top 88.2%
Positions
3
As of
June 30, 2026

Portfolio value QoQ: +16.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
1.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $790,037

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
1
Closed
0
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-2.9%
S&P 500 total return (same window)
+28.1%
Excess return
-31.0%

Annualized: -2.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Real Estate
89.2%
Industrials
6.5%
Communication Services
4.3%

Full portfolio 3 positions

Type Streak 8Q trend
SAFE Safehold Inc. New Common Stock $90,789,097 89.19% 5,782,745 $12,548,557
HAYW Hayward Holdings, Inc. Common Stock $6,651,004 6.53% 384,229 $1,510,020
TSQ Townsquare Media, Inc. Class A Common Stock $4,350,023 4.27% 615,279 $402,283 Down ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
SAFE Price move only +0 +$12.5M
HAYW Price move only +0 +$1.5M
TSQ Trimmed -112K +$402K