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MSD Partners, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$34M
-35.7%
Holdings
7
New Purchases
0
Added To
2
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RNW 42.24% 23.13% +19.11% $14M
XPOF 36.24% 25.89% +10.35% $12M
EEX 15.12% 7.75% +7.37% $5M
TTAN 5.76% 3.28% +2.48% $2M
TLSI 0.64% 0.41% +0.22% $218K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HAYW 0.00% 35.20% -35.20% $0
OPI 0.00% 4.33% -4.33% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $16M 48.0%
Small Cap 1 $5M 15.1%
Micro Cap 3 $13M 36.9%

Portfolio Analytics

Avg Market Cap
$1.8B
Median Market Cap
$986M
Avg P/E
19.3
Median P/E
19.3
Avg Dividend Yield
0.00%
Avg Beta
0.86
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RNW 42.24% 2,091,480 $14M $6.91 $2M
2 XPOF 36.24% 1,655,390 $12M $7.49 -$1M +300 +0.0%
3 EEX 15.12% 1,066,638 $5M $4.85 $1M +16,638 +1.6%
4 TTAN 5.76% 18,388 $2M $107.18 $222K
5 TLSI 0.64% 39,999 $218K $5.45 -$3K
6 HAYW —% -$19M -1,346,472 -100.0% SOLD
7 OPI —% -$2M -5,052,548 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
HAYW —%
OPI —%
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