N
Star Prestige Review

Msd Capital L P 13F annual report

Author

Sophia Edwards

Updated on March 15, 2026

Msd Capital L P is an investment fund managing more than $75 million ran by Marc Lisker. There are currently 4 companies in Mr. Lisker’s portfolio. The largest investments include Dine Brands Global Inc and Peloton Interactive Inc, together worth $62.3 million.

$75 million Assets Under Management (AUM)

As of 8th August 2022, Msd Capital L P’s top holding is 740,545 shares of Dine Brands Global Inc currently worth over $48.2 million and making up 64.3% of the portfolio value.Relative to the number of outstanding shares of Dine Brands Global Inc, Msd Capital L P owns more than approximately 0.1% of the company.In addition, the fund holds 1,538,462 shares of Peloton Interactive Inc worth $14.1 million, whose value fell 59.3% in the past six months. The third-largest holding is Townsquare Media Inc worth $12.4 million and the next is Independence Contract Drilli worth $243 thousand, with 77,574 shares owned.

Currently, Msd Capital L P's portfolio is worth at least $75 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Msd Capital L P

The Msd Capital L P office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Marc Lisker serves as the Manager of the General Partner at Msd Capital L P.