MSD Partners / MSD Capital Family office
Michael Dell · MSD Capital was founded to manage Michael Dell's family's capital; MSD Partners later opened to outside investors.
Largest known positions
13F + Form 4Each company's largest reported value across this investor's 13F filings (quarter-end value) and Form 4 insider filings (shares held × latest price). Colour shows the source.
Filing timeline
Every 13F quarter, open-market Form 4 trade and 5%+ stake filing (Schedule 13D/G) on one axis.
Timeline
Top lane: reported 13F value each quarter. Middle: open-market Form 4 purchases (green) and sales (red), sized by dollars. Bottom: Schedule 13D (activist) and 13G (passive) filings for 5%+ stakes. Hover for details.
Recent filings
| Filed | Form | Filer | Company | Detail | |
|---|---|---|---|---|---|
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MSD Partners, L.P.
13F portfolio · $77M across 9 positions as of 2026-06-30 · full filing detail →
Insider (Form 4) stakes
Companies where this investor reports as an officer, director or 10% owner.
MICHAEL S DELL
124 filings| Company | Role | Shares | Value | Last filing |
|---|---|---|---|---|
| DELL Dell Technologies Inc. | 10% owner | 17,538,273 | $9.5B | 2025-10-10 |
| HAYW Hayward Holdings, Inc. | 10% owner | 17,684,273 | $218M | 2024-11-15 |
| ABG ASBURY AUTOMOTIVE GROU | 10% owner | 1,900,005 | $336M | 2017-08-16 stale |
| DIN Dine Brands Global, In | Director | 773,959 | $22M | 2023-03-07 stale |
| VMW VMWARE LLC | 10% owner | 169,278,015 | — | 2021-11-02 stale |
| ICD Independence Contract | Director | 186,004 | — | 2020-12-31 stale |
| DVMT Dell Technologies Inc. | Director | 552,241 | — | 2018-01-10 stale |
| SCHS SCHOOL SPECIALTY INC | 10% owner | 1,884,500 | — | 2011-11-28 stale |
| BKEP Blueknight Energy Part | 10% owner | — | — | 2011-11-02 stale |
MSD CAPITAL L P
40 filings| Company | Role | Shares | Value | Last filing |
|---|---|---|---|---|
| TYL TYLER TECHNOLOGIES INC | 10% owner | 3,049,923 | $958M | 2010-09-30 stale |
| LTH Life Time Group Holdin | 10% owner | 11,695,100 | $462M | 2021-10-14 stale |
| DIN Dine Brands Global, In | Director | 772,417 | $22M | 2023-03-15 stale |
| ABG ASBURY AUTOMOTIVE GROU | 10% owner | 39,274 | $7M | 2018-05-16 stale |
| ICD Independence Contract | 10% owner | 60,089 | — | 2022-12-21 stale |
| NSAM NorthStar Asset Manage | 10% owner | 6,506,876 | — | 2016-11-01 stale |
| SGLP Blueknight Energy Part | 10% owner | 2,604,740 | — | 2008-12-31 stale |
MSD Partners, L.P.
29 filings| Company | Role | Shares | Value | Last filing |
|---|---|---|---|---|
| HAYW Hayward Holdings, Inc. | 10% owner | — | — | 2025-06-12 |
| BV BrightView Holdings, I | 10% owner | 5,906,954 | $59M | 2022-01-21 stale |
| ICD Independence Contract | 10% owner | 608,727 | — | 2021-03-30 stale |
| DELL Dell Technologies Inc. | 10% owner | — | — | 2019-07-02 stale |
| BKEPP Blueknight Energy Part | 10% owner | 3,313,951 | — | 2018-01-26 stale |
MSD Multi-Strategy, L.P.
39 filingsAbout this profile
Large investors show up in SEC filings under several names. A family office usually files a 13F (quarterly holdings, if it manages over $100M in US equities) under its firm name, while the same money appears in Form 4 filings under the person's or holding company's name when it owns 10% or more of a company or sits on its board. Some — like Cascade Investment — hold most of their stock through large ownership stakes and file no 13F at all.
This page joins those filings into one view. 13F values are as of quarter end and are filed up to 45 days later. Form 4 values use the latest share count reported times a recent price. Neither shows cash, bonds, private companies or short positions.