MSD Partners, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
MSD Partners, L.P. disclosed 7 US equity positions worth $150.9m in its Q3 2025 13F filing. The largest position was ODD at 73.5% of the reported book, followed by RENEW ENERGY GLOBAL PLC and XPOF. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 7 holdings.
What did MSD Partners, L.P. own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ODD ODDITY TECH LTD | Consumer Defensive | 73.5% | $111.0m | 1,781,661 | 0% | held |
| 2 | RENEW ENERGY GLOBAL PLC | 10.7% | $16.1m | 2,091,480 | 0% | held | |
| 3 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 8.5% | $12.9m | 1,655,390 | 0% | held |
| 4 | EM7 EMERALD HOLDING INC | 3.6% | $5.4m | 1,066,638 | 0% | held | |
| 5 | SAFE SAFEHOLD INC | 2.3% | $3.4m | 222,644 | 0% | held | |
| 6 | TTAN SERVICETITAN INC | Technology | 1.2% | $1.9m | 18,388 | 0% | held |
| 7 | TLSI TRISALUS LIFE SCIENCES INC | 0.1% | $186.0k | 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.