MSMSD Partners, L.P.
Institutional investor · Portfolio as of Q3 2024
Top Holdings17 positions
ODDITY TECH LTD | 1.8M | $71.9M | 45.6% | $28.35 | +40.11% | 5 qtrssince 2023-Q3 | Unchanged 0 |
XPONENTIAL FITNESS INC | 1.8M | $21.8M | 13.8% | $15.68 | -21.60% | 10 qtrssince 2022-Q2 | Unchanged 0 |
HAYWARD HOLDINGS INC | 1.3M | $20M | 12.7% | $16.62 | -7.70% | 11 qtrssince 2022-Q1 | Decreased 0 |
RENEW ENERGY GLOBAL PLC | 2.6M | $16.4M | 10.4% | $7.78 | -19.15% | 12 qtrssince 2021-Q4 | Unchanged 0 |
ALGOMA STL GROUP INC | 810,000 | $8.3M | 5.3% | $9.86 | -3.41% | 12 qtrssince 2021-Q4 | Unchanged 0 |
SAFEHOLD INC | 222,644 | $5.8M | 3.7% | $24.45 | -2.32% | 7 qtrssince 2023-Q1 | Unchanged 0 |
ATLAS ENERGY SOLUTIONS INC | 237,737 | $5.2M | 3.3% | $20.80 | +1.30% | 3 qtrssince 2024-Q1 | Unchanged 0 |
| 5M | $4.1M | 2.6% | — | — | — | Unchanged 0 | |
CLEAR CHANNEL OUTDOOR HOLDINGS INC | 1.2M | $1.9M | 1.2% | $2.52 | -45.63% | 21 qtrssince 2019-Q3 | Unchanged 0 |
IHEARTMEDIA INC | 493,794 | $913,519 | 0.6% | $18.04 | -89.03% | 21 qtrssince 2019-Q3 | Unchanged 0 |
PRECIGEN INC | 355,000 | $336,221 | 0.2% | $4.67 | -76.03% | 19 qtrssince 2020-Q1 | Unchanged 0 |
ALAUNOS THERAPEUTICS INC | 101,010 | $325,252 | 0.2% | $3.11 | -30.23% | 1 qtr | New 42 |
LIFE TIME GROUP HOLDINGS INC | 10,264 | $250,647 | 0.2% | $14.54 | +52.13% | 11 qtrssince 2022-Q1 | Decreased 0 |
TRISALUS LIFE SCIENCES INC | 39,999 | $184,395 | 0.1% | $4.61 | 0.00% | 1 qtr | New 41 |
DANIMER SCIENTIFIC INC | 150,000 | $68,130 | 0.0% | $985.20 | -99.58% | 14 qtrssince 2021-Q2 | Unchanged 0 |
WHEELS UP EXPERIENCE INC | 20,000 | $48,400 | 0.0% | $23.40 | +41.03% | 6 qtrssince 2023-Q2 | Unchanged 0 |
THERIVA BIOLOGICS INC | 27,316 | $37,696 | 0.0% | $1.49 | +0.67% | 1 qtr | New 31 |
MSD Partners, L.P. manages $157.7M across 17 positions as of Q3 2024. Top holdings: ODD (45.6%), XPOF (13.8%), HAYW (12.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Added 3 new positions, exited 4, trimmed 2. Top move: TCRT (NEW, conviction 42). Portfolio: $158M across 17 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR