MSD Partners, L.P.

CIK 1514334 · View on SEC EDGAR ↗

Portfolio value
$76.8M
#8,522 of 9,443 by 13F value · top 90.2%
Positions
9
As of
June 30, 2026

Portfolio value QoQ: -6.8% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
7
Effective number of positions
4.7

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

Turnover Q2 2026: 13.19% Est. buys $10,494,367 · sells $42,689,976

Median holding: 6.5 quarters Tracked Q4 2024–Q2 2026 · 75.0% still held

New positions
2
Increased
0
Decreased
1
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-44.4%
S&P 500 total return (same window)
+28.1%
Excess return
-72.4%

Annualized: -32.4% · 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: 99.1% · Options excluded: 0.0%

Sector breakdown

Consumer products
35.1%
Consumer Discretionary
27.7%
Utilities
17.0%
Real Estate
4.6%
Technology
1.7%
Healthcare
0.2%
Other/Unmapped
13.7%

Full portfolio 9 positions

Type Streak 8Q trend
ODD ODDITY Tech Ltd. - Class A Ordinary Shares $26,956,531 35.12% 1,781,661 $3,117,907
RNW ReNew Energy Global plc - Class A Shares $13,071,750 17.03% 2,091,480 $3,492,772
XPOF Xponential Fitness, Inc. Class A Common Stock $11,455,299 14.92% 1,655,390 $1,489,851
Unknown issuer (CUSIP: 05501U601) $10,312,348 13.43% 1,147,091 Up ×1
LIND Lindblad Expeditions Holdings Inc. - Common Stock $9,805,888 12.77% 347,234 $-18,484,473 Down ×1
SAFE Safehold Inc. New Common Stock $3,495,511 4.55% 222,644 $483,138
TTAN ServiceTitan, Inc. - Class A Common Stock $1,300,215 1.69% 18,388 $133,313
Unknown issuer (CUSIP: 67623C307) $182,019 0.24% 10,707 Up ×1
TLSI TriSalus Life Sciences, Inc. - Common Stock $181,995 0.24% 39,999 $21,999

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 05501U601) $10,312,348 1,147,091 13.43%
Unknown issuer (CUSIP: 67623C307) $182,019 10,707 0.24%

Top movers (QoQ)

Security Action Shares Δ Value Δ
LIND Trimmed -1.3M -$18.5M
RNW Price move only +0 +$3.5M
ODD Price move only +0 +$3.1M
XPOF Price move only +0 +$1.5M
SAFE Price move only +0 +$483K
TTAN Price move only +0 +$133K
TLSI Price move only +0 +$22K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HAYW June 30, 2025 1,346,472 $18,742,890 9.6%
EEX June 30, 2026 1,400,339 $6,315,529 No longer tracked
OPITQ June 30, 2025 5,052,548 $2,303,962 No longer tracked