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MSD Partners, L.P.

Q1 2026 · Filed 2026-05-15
Market Value
$55M
+63.5%
Holdings
6
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LIND 50.99% 0.00% +50.99% $28M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XPOF 17.96% 40.14% -22.18% $10M
RNW 17.27% 34.82% -17.55% $10M
EEX 11.38% 18.44% -7.06% $6M
TTAN 2.10% 5.77% -3.67% $1M
TLSI 0.29% 0.82% -0.53% $160K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $11M 19.4%
Small Cap 2 $35M 62.4%
Micro Cap 2 $10M 18.3%

Portfolio Analytics

Avg Market Cap
$1.8B
Median Market Cap
$1.1B
Avg P/E
19.9
Median P/E
19.9
Avg Dividend Yield
0.00%
Avg Beta
0.89
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LIND 50.99% 1,635,281 $28M $17.30 +1,635,281 NEW
2 XPOF 17.96% 1,655,390 $10M $6.02 -$4M
3 RNW 17.27% 2,091,480 $10M $4.58 -$2M
4 EEX 11.38% 1,400,339 $6M $4.51 $56K
5 TTAN 2.10% 18,388 $1M $63.46 -$791K
6 TLSI 0.29% 39,999 $160K $4.00 -$119K

New Positions

SymbolValue% Port
LIND $28M 50.99%
View SEC EDGAR Filings for MSD Partners, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms