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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Michael Dell
✓ VerifiedInstitutional Investor • MSD Capital LP
Value
$89M
Stocks
3 Stocks
Turnover
0.0%
Top Holdings
SAFE(89.19%) HAYW(6.53%) TSQ(4.27%)
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
Investment philosophy details pending verification.
Michael Dell Top Holdings
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
13F Sector Breakdown
Real Estate89.2%
Industrials6.5%
General4.3%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Real Estate | 1 | $90.8M | 89.2% |
| Industrials | 1 | $6.7M | 6.5% |
| General | 1 | $4.4M | 4.3% |