Msd Partners, L.P. Top Holdings and 13F Report (2025) About Msd Partners, L.P.Investment ActivityMsd Partners, L.P. has $142.26 million in total holdings as of December 31, 2024.Msd Partners, L.P. owns shares of 9 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 7.02% of the portfolio was purchased this quarter.About 20.98% of the portfolio was sold this quarter.This quarter, Msd Partners, L.P. has purchased 17 new stocks and bought additional shares in 1 stock.Msd Partners, L.P. sold shares of 2 stocks and completely divested from 11 stocks this quarter.Largest Holdings ODDITY TECH LTD $74,865,395Hayward $20,587,557Xponential Fitness $18,849,624ReNew Energy Global $14,284,808Office Properties Income Trust $5,051,537 Largest New Holdings this Quarter Office Properties Income Trust $5,051,537 HoldingEmerald $2,410,000 HoldingSERVICETITAN INC $1,891,574 Holding Largest Purchases this Quarter Office Properties Income Trust 5,052,548 shares (about $5.05M)Emerald 500,000 shares (about $2.41M)SERVICETITAN INC 18,388 shares (about $1.89M)Hayward 41,078 shares (about $628.08K) Largest Sales this Quarter Xponential Fitness 359,860 shares (about $4.84M)ReNew Energy Global 517,619 shares (about $3.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMsd Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorODDITY TECH LTD$74,865,3950.0%1,781,66152.6%SHS CL AHAYWHayward$20,587,557$628,083 ▲3.1%1,346,47214.5%Computer and TechnologyXPOFXponential Fitness$18,849,624$4,840,117 ▼-20.4%1,401,45913.3%Consumer DiscretionaryRNWReNew Energy Global$14,284,808$3,535,338 ▼-19.8%2,091,48010.0%Oils/EnergyOPIOffice Properties Income Trust$5,051,537$5,051,537 ▲New Holding5,052,5483.6%FinanceSAFESafehold$4,114,4610.0%222,6442.9%FinanceEEXEmerald$2,410,000$2,410,000 ▲New Holding500,0001.7%Consumer DiscretionarySERVICETITAN INC$1,891,574$1,891,574 ▲New Holding18,3881.3%SHS CL ATRISALUS LIFE SCIENCES INC$200,3950.0%39,9990.1%COMASTLAlgoma Steel Group$0$8,286,300 ▼-100.0%00.0%Basic MaterialsATLAS ENERGY SOLUTIONS INC$0$5,182,667 ▼-100.0%00.0%COM NEWDISH NETWORK CORPORATION$0$4,077,813 ▼-100.0%00.0%NOTE 3.375% 8/1CCOClear Channel Outdoor$0$1,945,059 ▼-100.0%00.0%Business ServicesIHRTiHeartMedia$0$913,519 ▼-100.0%00.0%Consumer DiscretionaryPGENPrecigen$0$336,221 ▼-100.0%00.0%MedicalALAUNOS THERAPEUTICS INC$0$325,252 ▼-100.0%00.0%COM NEWLTHLife Time Group$0$250,647 ▼-100.0%00.0%Consumer DiscretionaryDNMRDanimer Scientific$0$68,130 ▼-100.0%00.0%Industrial ProductsUPWheels Up Experience$0$48,400 ▼-100.0%00.0%AerospaceTHERIVA BIOLOGICS INC$0$37,696 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
