Institutional Fund
Msd Capital, L.P.
New York, NYCIK 11054975 filings on record
Portfolio Value
$87.33M
Q1 2026
Holdings
3
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.7%
from $88.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Safehold Inc89.6%
- Hayward Hldgs Inc5.9%
- Townsquare Media Inc4.5%
Portfolio Holdings
3 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Safehold Inc | 5.78M | $78.24M | 89.6% | 0 | Held |
| 2 | Hayward Hldgs Inc | 384.2K | $5.14M | 5.9% | 0 | Held |
| 3 | Townsquare Media Inc | 727.0K | $3.95M | 4.5% | 0 | Held |