MSD Capital, L.P., established in 1998, is dedicated to managing the assets of Michael S. Dell and his family. The firm employs a comprehensive, multi-disciplinary investment strategy aimed at maximizing long-term capital appreciation. This strategy encompasses investments in global markets across various asset classes, including the debt and equity of both public and private companies, real estate, and other diversified asset classes.
John Phelan serves as the co-founder and co-managing partner at MSD Capital. Before co-founding MSD, Phelan played a pivotal role at ESL Investments, a prominent Connecticut-based investment firm, where he significantly grew assets under management from $50 million to over $2 billion. His expertise extends to the real estate sector, having served as Vice President of Acquisitions for the Zell-Merrill Lynch Real Estate Opportunity Fund. Before earning his MBA from Harvard Business School, Phelan began his career as an investment analyst in Goldman, Sachs & Co.'s investment banking division.
Glenn Fuhrman, the other managing director and co-founder of MSD Capital, previously held the role of managing director at Goldman Sachs in the Special Investments Group. He brings a wealth of experience and insights from his tenure there. Fuhrman holds an MBA from The Wharton School at the University of Pennsylvania, adding a strong academic foundation to his extensive professional career in finance. Together, Phelan and Fuhrman exemplify MSD Capital's leadership with their diverse backgrounds and deep-rooted expertise in investment management and strategic growth.
MSD Capital manages a substantial portfolio with $317,309,219 in managed 13F securities as reported in their Q1 2024 filing. The firm maintains a focused investment strategy reflected in a top 10 holdings concentration of 100.0%. Notably, MSD Capital L.P.'s largest holding is in Life Time Group Holdings Inc., with a significant stake of 11,695,100 shares. This strategic allocation underscores MSD Capital L.P.'s commitment to maximizing returns through concentrated investments in promising opportunities within the market.
| Fund Name: | MSD Capital |
| Manager | John Phelan And Glenn Fuhrman |
| Portfolio Value | $598,274,867 |
| Change This QTR | +1.72% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-13 | ||||
| 2024-02-13 | ||||
| 2024-02-01 | ||||
| 2023-11-02 | ||||
| 2023-04-06 |
