MSD CAPITAL, L.P.

Est. AUM

$87.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SAFEHOLD INC	COM	$78.2M	5782745	89.59%	SOLE
2	HAYWARD HLDGS INC	COM	$5.1M	384229	5.89%	SOLE
3	TOWNSQUARE MEDIA INC	CL A	$3.9M	727024	4.52%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.