Msd Partners, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Msd Partners, L.P. disclosed 8 US equity positions worth $82.3m in its Q1 2026 13F filing. The largest position was LIND at 34.4% of the reported book, followed by ODD and XPOF.
What did Msd Partners, L.P. own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LIND LINDBLAD EXPEDITIONS HLDGS I | Consumer Cyclical | 34.4% | $28.3m | 1,635,281 | – | |
| 2 | ODD ODDITY TECH LTD | Consumer Defensive | 29.0% | $23.8m | 1,781,661 | – | |
| 3 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 12.1% | $10.0m | 1,655,390 | – | |
| 4 | RENEW ENERGY GLOBAL PLC | 11.6% | $9.6m | 2,091,480 | – | ||
| 5 | EM7 EMERALD HOLDING INC | 7.7% | $6.3m | 1,400,339 | – | ||
| 6 | SAFE SAFEHOLD INC | 3.7% | $3.0m | 222,644 | – | ||
| 7 | TTAN SERVICETITAN INC | Technology | 1.4% | $1.2m | 18,388 | – | |
| 8 | TLSI TRISALUS LIFE SCIENCES INC | 0.2% | $160.0k | 39,999 | – |
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.