Msd Capital, L.P. Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Msd Capital, L.P. disclosed 3 stock positions valued at approximately $101.79M as of quarter-end June 30, 2026. The largest holdings include SAFEHOLD INC, HAYWARD HLDGS INC, and TOWNSQUARE MEDIA INC.

Report Period
June 30, 2026
No. of Stocks
3
Portfolio Value
$101.79M
Holdings by Sector
Msd Capital, L.P. Portfolio Holdings in Q2 2026

3 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SAFEHOLD INCSAFEReal Estate89.19%5,782,745--$90,789,097
HAYWARD HLDGS INCHAYWIndustrials6.53%384,229--$6,651,004
TOWNSQUARE MEDIA INCTSQCommunication Services4.27%615,279-111,745-15.37%$4,350,023