Msd Partners, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$82.3M
Q ending 2026-03-31
Prior quarter
$108.6M
Q ending 2025-12-31
Change
-24.2% QoQ · -38.8% YoY
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lindblad Expeditions Hldgs I | LIND | Shares | $28.3M | 1.6M |
| Oddity Tech Ltd | Shares | $23.8M | 1.8M | |
| Xponential Fitness Inc | XPOF | Shares | $10.0M | 1.7M |
| Renew Energy Global Plc | Shares | $9.6M | 2.1M | |
| Emerald Holding Inc | EM7 | Shares | $6.3M | 1.4M |
| Safehold Inc | SAFE | Shares | $3.0M | 223K |
| Servicetitan Inc | TTAN | Shares | $1.2M | 18K |
| Trisalus Life Sciences Inc | TLSI | Shares | $160K | 40K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.