Msd Capital as of June 30, 2023
Portfolio Holdings for Msd Capital
Msd Capital holds 5 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Life Time Group Holdings Common Stock (LTH) | 53.6 | $230M | 12M | 19.67 | |
| Safehold (SAFE) | 28.8 | $124M | 5.2M | 23.73 | |
| DineEquity (DIN) | 10.0 | $43M | 741k | 58.03 | |
| Townsquare Media Cl A (TSQ) | 4.2 | $18M | 1.5M | 11.91 | |
| Peloton Interactive Cl A Com (PTON) | 3.4 | $15M | 1.9M | 7.69 |
