MSD Partners, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
MSD Partners, L.P. disclosed 7 US equity positions worth $172.1m in its Q2 2025 13F filing. The largest position was ODD at 78.1% of the reported book, followed by RENEW ENERGY GLOBAL PLC and XPOF. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 7 holdings.
What did MSD Partners, L.P. own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ODD ODDITY TECH LTD | Consumer Defensive | 78.1% | $134.5m | 1,781,661 | 0% | held |
| 2 | RENEW ENERGY GLOBAL PLC | 8.4% | $14.5m | 2,091,480 | 0% | held | |
| 3 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 7.2% | $12.4m | 1,655,390 | 0% | held |
| 4 | EM7 EMERALD HOLDING INC | 3.0% | $5.2m | 1,066,638 | 2% | added | |
| 5 | SAFE SAFEHOLD INC | 2.0% | $3.5m | 222,644 | 0% | held | |
| 6 | TTAN SERVICETITAN INC | Technology | 1.1% | $2.0m | 18,388 | 0% | held |
| 7 | TLSI TRISALUS LIFE SCIENCES INC | 0.1% | $218.0k | 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.