MondegarAI
MSD CAPITAL, L.P.

Q3 2025 · 13F-HR

MSD CAPITAL, L.P.holdings as filed

Filed 2025-11-14 · accession 0001104659-25-112564

$103.7M
Reported value
3
Positions
2025-09-30
Period end
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The Brief · MSD CAPITAL, L.P. · Q3 2025

AI · grounded in 13F

MSD CAPITAL, L.P. trimmed its position in Hayward Hldgs Inc HAYW, reducing its share count by 85.81%. The fund added no new positions during the period. Total assets under management stood at $103,654,218 across three remaining holdings.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78646V107SAFESAFEHOLD INC$89.6M86.4%5,782,745CommonSOLE
421298100HAYWHAYWARD HLDGS INC$9.2M8.87%608,062CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC$4.9M4.71%727,024CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.