MSD CAPITAL, L.P. — 13F holdings

MSD CAPITAL, L.P. reported 3 holdings worth $102M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SAFE SAFEHOLD INC — $90.8M (89.2%)
2. HAYW HAYWARD HLDGS INC — $6.65M (6.5%)
3. TSQ TOWNSQUARE MEDIA INC — $4.35M (4.3%)