Michael Dell
MSD Capital LP
Value
88.8M
Stocks
3 Stocks (0 new)
Turnover
0.0%
CIK
1105497
Top Holdings
SAFE(89.11%) HAYW(6.68%) TSQ(4.21%)
About Investor
Established investor leading MSD Capital LP, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Michael Dell Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| MSD | MSD Investment Corp. | MSD Capital LP | Nov 14, 2025 | SC 13G/A |
| HAYW | Hayward Holdings, Inc. | MSD Capital LP | Nov 13, 2025 | SC 13G/A |
| 5CL | 5C Lending Partners Corp. | MSD Capital LP | Mar 04, 2025 | SC 13D |
| HAYW | Hayward Holdings, Inc. | MSD Capital LP | Feb 13, 2025 | SC 13G/A |
| TSQ | Townsquare Media, Inc. | MSD Capital LP | Feb 13, 2025 | SC 13G/A |
| MSD | MSD Investment Corp. | MSD Capital LP | Feb 13, 2025 | SC 13G/A |
| HAYW | Hayward Holdings, Inc. | MSD Capital LP | Nov 22, 2024 | SC 13G/A |
| TSQ | Townsquare Media, Inc. | MSD Capital LP | Nov 14, 2024 | SC 13G/A |
| MSD | MSD Investment Corp. | MSD Capital LP | Nov 14, 2024 | SC 13G/A |
| HAYW | Hayward Holdings, Inc. | MSD Capital LP | Nov 05, 2024 | SC 13G/A |
| HAYW | Hayward Holdings, Inc. | MSD Capital LP | Sep 23, 2024 | SC 13G |
| LTH | LIFE TIME GROUP HOLDINGS, INC. | MSD Capital LP | Aug 07, 2024 | SC 13D/A |
| MSD | MSD Investment Corp. | MSD Capital LP | Feb 14, 2024 | SC 13G/A |
| SAFE | Safehold Inc. | MSD Capital LP | Feb 14, 2024 | SC 13G/A |
| LTH | LIFE TIME GROUP HOLDINGS, INC. | MSD Capital LP | Feb 01, 2024 | SC 13D/A |
| MSD | MSD Investment Corp. | MSD Capital LP | Nov 02, 2023 | SC 13G |
| SAFE | Safehold Inc. | MSD Capital LP | Apr 06, 2023 | SC 13G |
| LTH | LIFE TIME GROUP HOLDINGS, INC. | MSD Capital LP | Feb 14, 2023 | SC 13D/A |
| OBDC | Owl Rock Capital Corporation | MSD Capital LP | Feb 14, 2023 | SC 13G/A |
| TSQ | Townsquare Media, Inc. | MSD Capital LP | Feb 14, 2023 | SC 13G/A |
