MSD CAPITAL, L.P.

CIK: 0001105497SEC EDGAR →

Portfolio Value

$88.8M

Holdings

3

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SAFEHOLD INC

5,782,745$79.2M
89.11%
2

HAYWARD HLDGS INC

384,229$5.9M
6.68%
3

TOWNSQUARE MEDIA INC

727,024$3.7M
4.21%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

HAYW↓ Decreased
$3.3M

Sector Breakdown

Sector# HoldingsValue%
Real Estate1$79.2M89.1%
Industrials1$5.9M6.7%
Communication Services1$3.7M4.2%