Msd Partners, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Msd Partners, L.P. disclosed 9 US equity positions worth $76.8m in its Q2 2026 13F filing. The largest position was ODD at 35.1% of the reported book, followed by RENEW ENERGY GLOBAL PLC and XPOF. Against the Q1 2026 filing, it opened 2 new positions, added to 0 and reduced 1 among the top 9 holdings.
What did Msd Partners, L.P. own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ODD ODDITY TECH LTD | Consumer Defensive | 35.1% | $27.0m | 1,781,661 | 0% | held |
| 2 | RENEW ENERGY GLOBAL PLC | 17.0% | $13.1m | 2,091,480 | 0% | held | |
| 3 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 14.9% | $11.5m | 1,655,390 | 0% | held |
| 4 | AZUL S A | 13.4% | $10.3m | 1,147,091 | – | new | |
| 5 | LIND LINDBLAD EXPEDITIONS HLDGS I | Consumer Cyclical | 12.8% | $9.8m | 347,234 | -79% | reduced |
| 6 | SAFE SAFEHOLD INC | 4.6% | $3.5m | 222,644 | 0% | held | |
| 7 | TTAN SERVICETITAN INC | Technology | 1.7% | $1.3m | 18,388 | 0% | held |
| 8 | OFFICE PPTYS INCOME TR | 0.2% | $182.0k | 10,707 | – | new | |
| 9 | TLSI TRISALUS LIFE SCIENCES INC | 0.2% | $182.0k | 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.