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MSD Partners, L.P.

SEC CIK
0001514334
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
18
0 vs. Q1 2024
Portfolio value
$1.02B
−$225.6M (−18.1%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of MSD Partners, L.P. in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
HAYWHayward Holdings, Inc.COM71,538,085$879.9M86.1%00.0%UnchangedHistory
ODDOddity Tech LtdSHS CL A1,781,661$69.9M6.8%00.0%UnchangedHistory
XPOFXponential Fitness, Inc.COM CL A1,761,319$27.5M2.7%00.0%UnchangedHistory
RNWReNew Energy Global plcCL A SHS2,609,099$16.3M1.6%00.0%UnchangedHistory
ASTLAlgoma Steel Group Inc.COM810,000$5.64M0.6%00.0%UnchangedHistory
AESIAtlas Energy Solutions Inc.COM NEW237,737$4.74M0.5%00.0%UnchangedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK230,007$4.33M0.4%00.0%UnchangedHistory
SAFESafehold Inc.COM222,644$4.29M0.4%00.0%UnchangedHistory
DISH Network CORP25470MAB5NOTE 3.375% 8/15,000,000$3.22M0.3%00.0%Unchanged–
ICDIndependence Contract Drilling, Inc.COM1,701,000$2.21M0.2%00.0%UnchangedHistory
CCOClear Channel Outdoor Holdings, Inc.COM1,215,662$1.71M0.2%00.0%UnchangedHistory
TCRTAlaunos Therapeutics, Inc.Equity1,010,101$706.1K0.1%00.0%UnchangedHistory
PGENPrecigen, Inc.COM355,000$560.9K0.1%00.0%UnchangedHistory
IHRTiHeartMedia, Inc.COM CL A493,794$538.2K0.1%00.0%UnchangedHistory
TLSIWTriSalus Life Sciences, Inc.EQUITY WRT133,333$217.3K<0.1%00.0%UnchangedHistory
TOVXTheriva Biologics, Inc.COM NEW598,411$141.4K<0.1%+598,411NewHistory
DNMRDanimer Scientific, Inc.COM CL A150,000$90.5K<0.1%00.0%UnchangedHistory
UPWheels Up Experience Inc.COM CL A20,000$37.8K<0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of MSD Partners, L.P. sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
HLTHCue Health Inc.COM395,248$74.5K<0.1%History