Institutions / MSD Capital, L.P.

MSD Capital, L.P.

CIK 1105497 · Institutionalso an insider · as of Mar 31, 2026
Portfolio value
$87.33M
Positions
3
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$87.33M-1.7%
$88.84M$88.08M$87.33MQ4 '25Q1 '26

Positions

3+0.0%
333Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Safehold Inc—$78.24M5,782,74589.6%
Hayward Holdings, Inc.—$5.14M384,2295.9%
Townsquare Media, Inc.—$3.95M727,0244.5%

Activity

Mar 31, 2026
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 2 quarters of holdings.

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Mar 20, 2026Buy5C Lending Partners Corp.
Common Stock
$6.51M+266K
+11.91%
2,502,260
15.87% of shares
high