MSD Partners, L.P. — 13F Holdings & Portfolio

CIK 1514334 · latest 13F-HR filed 2026-05-15

MSD Partners, L.P. manages $82.3M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LIND (34.36%), ODD (28.96%), XPOF (12.10%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 0, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$82.3M

Long-equity book

Holdings

8

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+1 / −0 / ↑0 / ↓5

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • ODDITY TECH LTD-$47.7M -66.7%
  • XPONENTIAL FITNESS INC-$3.7M -26.9%
  • RENEW ENERGY GLOBAL PLC-$2.2M -18.9%
  • SERVICETITAN INC-$791.4K -40.4%
  • TRISALUS LIFE SCIENCES INC-$119.2K -42.7%
Show all 5

New Positions

  • LINDBLAD EXPEDITIONS HLDGS I$28.3M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LINDBLAD EXPEDITIONS HLDGS I LIND 535219109 $28.3M 34.36% 1,635,281 SH
2 ODDITY TECH LTD ODD M7518J104 $23.8M 28.96% 1,781,661 SH
3 XPONENTIAL FITNESS INC XPOF 98422X101 $10.0M 12.10% 1,655,390 SH
4 RENEW ENERGY GLOBAL PLC RNW G7500M104 $9.6M 11.64% 2,091,480 SH
5 EMERALD HOLDING INC EEX 29103W104 $6.3M 7.67% 1,400,339 SH
6 SAFEHOLD INC SAFE 78646V107 $3.0M 3.66% 222,644 SH
7 SERVICETITAN INC TTAN 81764X103 $1.2M 1.42% 18,388 SH
8 TRISALUS LIFE SCIENCES INC TLSI 89680M101 $160.0K 0.19% 39,999 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $82.3M 8 0001104659-26-062568
2025-12-31 2026-02-17 $108.6M 7 0001104659-26-016585
2025-09-30 2025-11-13 $150.9M 7 0001104659-25-111318