Msd Capital as of March 31, 2023
Portfolio Holdings for Msd Capital
Msd Capital holds 5 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Life Time Group Holdings Common Stock (LTH) | 44.1 | $187M | 12M | 15.96 | |
Safehold (SAFE) | 36.1 | $153M | 5.2M | 29.37 | |
DineEquity (DIN) | 11.8 | $50M | 741k | 67.64 | |
Peloton Interactive Cl A Com (PTON) | 5.1 | $21M | 1.9M | 11.34 | |
Townsquare Media Cl A (TSQ) | 2.9 | $12M | 1.5M | 8.00 |