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Msd Partners L P

Portfolio Manager
Msd Partners L P
Performance
-50.23% (2026 Q1)
AUM (13F)
$82.33M
# of Holdings
8
Performance Rank
Allocation (Top 20)
100%

Msd Partners L P Holdings Map

Top 8 Msd Partners L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LIND
LINDBLAD EXPEDITIONS HLDGS I
34.36%1.64M$28.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.64M shares
$15.86(+17.72%)
2026-03-31
ODD
ODDITY TECH LTD
28.96%1.78M$23.8M
+0.00%(+0)
2025-Q1: 1.78M shares2025-Q2: 1.78M shares2025-Q3: 1.78M shares2025-Q4: 1.78M shares2026-Q1: 1.78M shares
$28.35(-55.38%)
2026-03-31
XPOF
XPONENTIAL FITNESS INC
12.1%1.66M$10.0M
+0.00%(+0)
2025-Q1: 1.66M shares2025-Q2: 1.66M shares2025-Q3: 1.66M shares2025-Q4: 1.66M shares2026-Q1: 1.66M shares
$17.48(-72.60%)
2026-03-31
RNW
RENEW ENERGY GLOBAL PLC
11.64%2.09M$9.6M
+0.00%(+0)
2025-Q1: 2.09M shares2025-Q2: 2.09M shares2025-Q3: 2.09M shares2025-Q4: 2.09M shares2026-Q1: 2.09M shares
$8.99(-40.49%)
2026-03-31
EEX
EMERALD HOLDING INC
7.67%1.40M$6.3M
+0.00%(+0)
2025-Q1: 1.05M shares2025-Q2: 1.07M shares2025-Q3: 1.07M shares2025-Q4: 1.40M shares2026-Q1: 1.40M shares
$4.66(+7.06%)
2026-03-31
SAFE
SAFEHOLD INC
3.66%222.6K$3.0M
+0.00%(+0)
2025-Q1: 222.6K shares2025-Q2: 222.6K shares2025-Q3: 222.6K shares2025-Q4: 222.6K shares2026-Q1: 222.6K shares
$36.75(-61.45%)
2026-03-31
TTAN
SERVICETITAN INC
1.42%18.4K$1.2M
+0.00%(+0)
2025-Q1: 18.4K shares2025-Q2: 18.4K shares2025-Q3: 18.4K shares2025-Q4: 18.4K shares2026-Q1: 18.4K shares
$102.87(-43.11%)
2026-03-31
TLSI
TRISALUS LIFE SCIENCES INC
0.19%40.0K$160K
+0.00%(+0)
2025-Q1: 40.0K shares2025-Q2: 40.0K shares2025-Q3: 40.0K shares2025-Q4: 40.0K shares2026-Q1: 40.0K shares
$7.80(-65.64%)
2026-03-31

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