MSD CAPITAL, L.P.

Portfolio Overview

MSD Capital, L.P. presents a highly concentrated and volatile portfolio structure as of the reporting period ending September 30, 2025. The firm manages a total portfolio value of approximately $89.57 million, spread across a single holding. This represents a drastic reduction in assets under management (AUM) for this specific filing, with the portfolio value contracting by 42.2% from the previous quarter's $154.87 million. The reduction in value is driven primarily by as...