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MSD Partners, L.P.

13F
MSD Partners, L.P.
Last update 2025-06-05 9 Stocks (0 new)
Value $134.00 Mil Turnover 3 %
Countries:
MSD Partners, L.P. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ODD
ODDITY Tech Ltd
1,781,661
77,074.7
0%
57.310
0%
3.190
+71.16%
+69.37%
3,973.3
Software
HAYW
Hayward Holdings Inc
1,346,472
18,742.9
0%
13.940
0%
0.620
+23.92%
-2.42%
3,227.0
Industrial Products
XPOF
Xponential Fitness Inc
1,655,090
13,786.9
+18.10%
10.250
+1.57%
4.740
+41.50%
-22.68%
363.2
Travel & Leisure
RNW
ReNew Energy Global PLC
2,091,480
12,318.8
0%
9.160
0%
0.580
+25.59%
+9.22%
2,705.2
Utilities - Independent Power Producers
Utilities - Independent Power Producers
SAFE
Safehold Inc
222,644
4,167.9
0%
3.100
0%
0.310
+9.10%
-15.16%
1,101.0
REITs
EEX
Emerald Holding Inc
1,050,000
4,126.5
+110.00%
3.070
+1.61%
0.530
+44.16%
+7.18%
1,020.1
Media - Diversified
OPI
Office Properties Income Trust
5,052,548
2,304.0
0%
1.710
0%
7.130
-19.19%
-70.74%
19.9
REITs
TTAN
ServiceTitan Inc
18,388
1,748.9
0%
1.300
0%
0.020
+6.02%
+3.98%
9,698.2
Software
TLSI
TriSalus Life Sciences Inc
39,999
220.8
0%
0.160
0%
0.120
-11.25%
-2.40%
185.7
Medical Devices & Instruments

MSD Partners, L.P.'s Historical Top Holdings Breakdowns

MSD Partners, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EEX
Emerald Holding Inc
2025-03-31
Add
Add
+1.61%
â—Ź
3.65 ($4.31) 4.83
$5.13
19.03%
Add 110%
1,050,000
550,000
XPOF
Xponential Fitness Inc
2025-03-31
Add
Add
+1.57%
â—Ź
7.46 ($13.94) 18.47
$10.40
-25.39%
Add 18.1%
1,655,090
253,631
ASTL
Algoma Steel Group Inc
2024-12-31
Sold Out
Sold Out
-5.39%
â—Ź
9.35 ($10.33) 12.01
$6.98
-32.43%
Sold Out
0
-810,000
OPI
Office Properties Income Trust
2024-12-31
New Buy
New Buy
+3.55%
â—Ź
0.98 ($1.53) 2.08
$0.28
-81.65%
New holding
5,052,548
5,052,548
AESI
Atlas Energy Solutions Inc
2024-12-31
Sold Out
Sold Out
-3.37%
â—Ź
19.16 ($21.55) 24.01
$14.40
-33.18%
Sold Out
0
-237,737
XPOF
Xponential Fitness Inc
2024-12-31
Reduce
Reduce
-2.91%
â—Ź
11.91 ($13.79) 16.4
$10.40
-24.58%
Reduce -20.43%
1,401,459
-359,860
RNW
ReNew Energy Global PLC
2024-12-31
Reduce
Reduce
-2.12%
â—Ź
5.22 ($6.08) 7.46
$7.46
22.70%
Reduce -19.84%
2,091,480
-517,619
EEX
Emerald Holding Inc
2024-12-31
New Buy
New Buy
+1.69%
â—Ź
3.94 ($4.59) 5.06
$5.13
11.76%
New holding
500,000
500,000
TTAN
ServiceTitan Inc
2024-12-31
New Buy
New Buy
+1.33%
â—Ź
100 ($104.38) 108.39
$106.96
2.47%
New holding
18,388
18,388
CCO
Clear Channel Outdoor Holdings Inc
2024-12-31
Sold Out
Sold Out
-1.27%
â—Ź
1.35 ($1.53) 1.64
$1.22
-20.26%
Sold Out
0
-1,215,662

MSD Partners, L.P. Total Holding History ($B)

To

MSD Partners, L.P.'s Asset Allocation

To

MSD Partners, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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MSD Partners, L.P.'s Hypothetical Growth since 2025-03-31

MSD Partners, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

MSD Partners, L.P.'s Holdings Heat Map

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MSD Partners, L.P.'s Holdings Bubble Chart

MSD Partners, L.P. News

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