MSD Partners, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
MSD Partners, L.P. disclosed 7 US equity positions worth $108.6m in its Q4 2025 13F filing. The largest position was ODD at 65.9% of the reported book, followed by XPOF and RENEW ENERGY GLOBAL PLC. Against the Q3 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 Q4 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ODD ODDITY TECH LTD | Consumer Defensive | 65.9% | $71.6m | 1,781,661 | 0% | held |
| 2 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 12.5% | $13.6m | 1,655,390 | 0% | held |
| 3 | RENEW ENERGY GLOBAL PLC | 10.9% | $11.8m | 2,091,480 | 0% | held | |
| 4 | EM7 EMERALD HOLDING INC | 5.8% | $6.3m | 1,400,339 | 31% | added | |
| 5 | SAFE SAFEHOLD INC | 2.8% | $3.0m | 222,644 | 0% | held | |
| 6 | TTAN SERVICETITAN INC | Technology | 1.8% | $2.0m | 18,388 | 0% | held |
| 7 | TLSI TRISALUS LIFE SCIENCES INC | 0.3% | $279.2k | 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.