Msd Capital as of Sept. 30, 2023
Portfolio Holdings for Msd Capital
Msd Capital holds 5 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Life Time Group Holdings Common Stock (LTH) | 52.3 | $178M | 12M | 15.21 | |
| Safehold (SAFE) | 30.3 | $103M | 5.8M | 17.80 | |
| DineEquity (DIN) | 10.8 | $37M | 741k | 49.45 | |
| Townsquare Media Cl A (TSQ) | 3.9 | $13M | 1.5M | 8.72 | |
| Peloton Interactive Cl A Com (PTON) | 2.8 | $9.5M | 1.9M | 5.05 |
