Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MSD Partners, L.P. (CIK 1514334) reported $82.3M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LIND ($28.3M, 34.36%), ODD ($23.8M, 28.96%), XPOF ($10.0M, 12.10%), RNW ($9.6M, 11.64%), EEX ($6.3M, 7.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $28.3M | 34.36% | 1.6M | New |
| 2 | ODD | ODDITY TECH LTD | $23.8M | 28.96% | 1.8M | Hold |
| 3 | XPOF | XPONENTIAL FITNESS INC | $10.0M | 12.10% | 1.7M | Hold |
| 4 | RNW | RENEW ENERGY GLOBAL PLC | $9.6M | 11.64% | 2.1M | Hold |
| 5 | EEX | EMERALD HOLDING INC | $6.3M | 7.67% | 1.4M | Hold |
| 6 | SAFE | SAFEHOLD INC | $3.0M | 3.66% | 222,644 | Hold |
| 7 | TTAN | SERVICETITAN INC | $1.2M | 1.42% | 18,388 | Hold |
| 8 | TLSI | TRISALUS LIFE SCIENCES INC | $159,996 | 0.19% | 39,999 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31