MSD Partners, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
MSD Partners, L.P. disclosed 9 US equity positions worth $134.5m in its Q1 2025 13F filing. The largest position was ODD at 57.3% of the reported book, followed by HAYW and XPOF. Against the Q4 2024 filing, it opened 0 new positions, added to 2 and reduced 0 among the top 9 holdings.
What did MSD Partners, L.P. own in Q1 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ODD ODDITY TECH LTD | Consumer Defensive | 57.3% | $77.1m | 1,781,661 | 0% | held |
| 2 | HAYW HAYWARD HLDGS INC | Industrials | 13.9% | $18.7m | 1,346,472 | 0% | held |
| 3 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 10.3% | $13.8m | 1,655,090 | 18% | added |
| 4 | RENEW ENERGY GLOBAL PLC | 9.2% | $12.3m | 2,091,480 | 0% | held | |
| 5 | SAFE SAFEHOLD INC | 3.1% | $4.2m | 222,644 | 0% | held | |
| 6 | EM7 EMERALD HOLDING INC | 3.1% | $4.1m | 1,050,000 | 110% | added | |
| 7 | OFFICE PPTYS INCOME TR | 1.7% | $2.3m | 5,052,548 | 0% | held | |
| 8 | TTAN SERVICETITAN INC | Technology | 1.3% | $1.7m | 18,388 | 0% | held |
| 9 | TLSI TRISALUS LIFE SCIENCES INC | 0.2% | $220.8k | 39,999 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.