Michael Dell

Michael Dell

MSD Capital
Last update 2020-02-14 3 Stocks (0 new)
Value $83.00 Mil Turnover 0 %
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Michael Dell Latest News and Articles,

Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover
3 0 82,621 0.00 %
4 0 308,488 0.00 %
4 1 317,198 72.71 %
3 1 89,351 13.86 %
2 0 56,544 0.00 %
3 0 74,810 0.00 %
3 0 67,828 0.00 %
4 0 91,960 9.67 %
3 0 62,782 0.00 %
5 0 237,273 0.72 %
5 0 255,282 0.00 %
5 0 274,720 0.00 %
6 0 407,154 0.00 %
6 0 403,258 0.00 %
7 0 399,799 0.00 %
8 0 537,059 0.22 %
8 0 637,431 3.64 %
8 1 749,943 12.46 %
7 0 810,306 3.88 %
7 0 809,535 1.91 %
7 1 771,122 24.29 %
6 1 551,553 3.60 %
5 1 578,842 19.27 %
4 0 452,895 0.00 %
6 0 585,274 0.00 %
6 0 579,403 0.00 %
8 0 562,890 1.59 %
8 1 547,886 12.76 %
8 2 481,111 16.07 %
9 0 560,953 0.00 %
8 1 482,982 20.96 %
12 0 700,399 0.00 %
12 0 692,655 0.46 %
13 0 649,773 3.69 %
16 2 973,726 7.75 %
14 2 905,493 7.33 %
13 1 904,559 11.74 %
12 1 691,905 10.52 %
11 1 551,012 6.49 %
11 0 656,093 0.00 %

Top Ranked Articles

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The path taken in the past influences the path in the future
1 Votes
122 Views    Grahamites    2019-11-20 15:24
12 Votes
2320 Views    Ross Givens    2014-04-11 22:18
3 Votes
597 Views    Monica Wolfe    2013-07-12 14:13
4 Votes
1447 Views    Monica Wolfe    2013-09-13 22:05

Commentaries and Stories

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The path taken in the past influences the path in the future
1 Votes
122 Views    Grahamites    2019-11-20 15:24
Firm invests in drilling services company
0 Votes
314 Views    Sydnee Gatewood    2018-10-04 16:55
Dell's asset manager dumped a 17% stake in Wesco Aircraft Holdings
0 Votes
541 Views    Yamil Berard    2018-03-15 18:29
His personal hedge fund uses value investment tools to ferret out securities available for less than their intrinsic value
0 Votes
582 Views    Robert Abbott    2017-12-18 22:09
Private investment firm cuts auto retailer from ultra-concentrated portfolio
0 Votes
164 Views    Sydnee Gatewood    2017-12-08 21:58
Company has gained significant momentum since the end of the 4th quarter
0 Votes
345 Views    Kyle Ferguson    2017-02-16 19:34
Company is 26% of MSD Capital's portfolio holdings
0 Votes
1113 Views    Jonathan Poland    2016-10-11 16:07
Company has been issuing long-term debt with significant decreases in free cash flow growth and book value
0 Votes
1786 Views    Kyle Ferguson    2016-05-09 15:02
Financial debt and decreasing revenues may have been the deciding factors
0 Votes
1812 Views    Kyle Ferguson    2016-04-04 14:39
Remaining stake is more than 10% of guru's total assets
0 Votes
1221 Views    David Goodloe    2016-03-16 21:16
Family office buys more than 250,000 shares of apparel company
0 Votes
1460 Views    Kyle Ferguson    2016-02-21 20:06
Guru sells portions of stakes in Esterline Technologies, WEX
0 Votes
1652 Views    David Goodloe    2015-12-08 23:52
Dell's acquisition of EMC is expected to close in 2016, but there are issues of financing, debt and VMware that need to be addressed
0 Votes
1897 Views    Renee Ann Butler    2015-12-03 19:02
Guru's top holdings are Asbury Automotive Group, Esterline Technologies, DineEquity and PVH Corp.
0 Votes
856 Views    David Goodloe    2015-11-05 21:57
0 Votes
1381 Views    David Goodloe    2015-06-03 21:16