Msd Partners, L.P. Portfolio Holdings

Msd Partners, L.P.

  • $34.4 Million
  • Q3 2025

Msd Partners, L.P. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $34.4 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Re New Energy Global PLC with a value of $16.1M, Xponential Fitness, Inc. with a value of $12.9M, Emerald Holding, Inc. with a value of $5.43M, Oddity Tech LTD with a value of $0, and Safehold Inc with a value of $0.

Examining the 13F form we can see an increase of $2.41M in the current position value, from $32M to 34.4M.

Msd Partners, L.P. is based out at New York, NY

Below you can find more details about Msd Partners, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $34.4 Million
Utilities: $16.1 Million
Consumer Cyclical: $12.9 Million
Communication Services: $5.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.09B
$16.1 Million 46.78% of portfolio
2,091,480
Q4 2024 Reduced 19.84%
$164M
$12.9 Million 37.45% of portfolio
1,655,390
Q2 2025 Added 0.02%
$277M
$5.43 Million 15.77% of portfolio
1,066,638
Q2 2025 Added 1.58%
Oddity Tech LTD
-
$0 0.0% of portfolio
-
Q4 2023 New
Safehold Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Servicetitan Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Trisalus Life Sciences Inc
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $34.4 Million
  • Prior Value $32 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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