Latest news with #MSDCapital
Yahoo
4 days ago
- Business
- Yahoo
Michael Dell's Strategic Moves: Hayward Holdings Inc. Sees a -2.16% Portfolio Impact
Exploring the Latest 13F Filing and Investment Strategies Michael Dell (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Michael Dell (Trades, Portfolio) created the Dell Computer Corporation in 1984 in his dorm room at the University of Texas in Austin. His profile tracks the portfolio of MSD Capital. MSD Capital is a private investment firm established in 1998 to exclusively manage the assets of Michael Dell (Trades, Portfolio) and his family. MSD Capital engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes. MSD has offices located in New York, Santa Monica, and West Palm Beach. According to the MSD Capital website, "The purpose of MSD Capital is to make investments that consistently generate superior absolute risk-adjusted returns over the long-term. We evaluate investment opportunities by utilizing multi-disciplinary frameworks of analysis to generate thoughtful and robust investment theses. We are motivated by an intense curiosity to grasp the underlying truths that govern financial markets and economic behavior. We note that these truths may be contrary to the consensus view, but we believe that our discipline as independent thinkers will allow us to identify these truths and secure long-term success. Throughout the organization, we share a common desire to be the best at what we do, and we believe this never-ending pursuit of excellence has intrinsic value independent of any economic benefit that we may receive. Finally and most importantly, we conduct all business with the highest level of integrity, honesty, and discipline." Warning! GuruFocus has detected 7 Warning Signs with SAFE. Key Position Reduces Michael Dell (Trades, Portfolio) also reduced position in 1 stock. The most significant changes include: Reduced Hayward Holdings Inc (NYSE:HAYW) by 275,671 shares, resulting in a -6.04% decrease in shares and a -2.16% impact on the portfolio. The stock traded at an average price of $13.48 during the quarter and has returned 12.69% over the past 3 months and 5.69% year-to-date. Portfolio Overview At the second quarter of 2025, Michael Dell (Trades, Portfolio)'s portfolio included 3 stocks, the top holdings included 58.1% in Safehold Inc (NYSE:SAFE), 38.19% in Hayward Holdings Inc (NYSE:HAYW), and 3.71% in Townsquare Media Inc (NYSE:TSQ). The holdings are mainly concentrated in 3 of all the 11 industries: Real Estate, Industrials, and Communication Services. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Michael Dell's Strategic Moves: Townsquare Media Inc. Sees a Reduction
Warning! GuruFocus has detected 7 Warning Signs with SAFE. Michael Dell (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into his investment moves during this period. Michael Dell (Trades, Portfolio) created the Dell Computer Corporation in 1984 in his dorm room at the University of Texas in Austin. His profile tracks the portfolio of MSD Capital. MSD Capital is a private investment firm established in 1998 to exclusively manage the assets of Michael Dell (Trades, Portfolio) and his family. MSD Capital engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes. MSD has offices located in New York, Santa Monica, and West Palm Beach. According to the MSD Capital website, "The purpose of MSD Capital is to make investments that consistently generate superior absolute risk-adjusted returns over the long-term. We evaluate investment opportunities by utilizing multi-disciplinary frameworks of analysis to generate thoughtful and robust investment theses. We are motivated by an intense curiosity to grasp the underlying truths that govern financial markets and economic behavior. We note that these truths may be contrary to the consensus view, but we believe that our discipline as independent thinkers will allow us to identify these truths and secure long-term success. Throughout the organization, we share a common desire to be the best at what we do, and we believe this never-ending pursuit of excellence has intrinsic value independent of any economic benefit that we may receive. Finally and most importantly, we conduct all business with the highest level of integrity, honesty and discipline." Michael Dell (Trades, Portfolio) also reduced position in 1 stock. The most significant changes include: Reduced Townsquare Media Inc (NYSE:TSQ) by 1,175 shares, resulting in a -0.16% decrease in shares and a -0.01% impact on the portfolio. The stock traded at an average price of $8.69 during the quarter and has returned -18.91% over the past 3 months and -18.54% year-to-date. At the first quarter of 2025, Michael Dell (Trades, Portfolio)'s portfolio included 3 stocks, the top holdings included 60.93% in Safehold Inc (NYSE:SAFE), 35.74% in Hayward Holdings Inc (NYSE:HAYW), and 3.33% in Townsquare Media Inc (NYSE:TSQ). The holdings are mainly concentrated in 3 of all the 11 industries: Real Estate, Industrials, and Communication Services. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-04-2025
- Business
- Yahoo
Navy secretary says need for new shipbuilding is a ‘national emergency' at local visit
Newly sworn-in Secretary of the Navy John Phelan visited Hampton Roads shipyards in Norfolk and Newport News on Wednesday as part of a tour that's taken him around the country. Speaking to media at the Norfolk Naval Shipyard after concluding his visit, Phelan emphasized the need for new investment in shipbuilding to meet the demands of the moment, calling it a 'national emergency.' He floated building ships overseas in partnership with foreign allies as well as using old shipyards and advancements in technology to shrink the 'footprint' of current shipyards to allow for expanded manufacturing of military vessels. 'I think we have grossly underinvested in this country and hollowed out manufacturing and that's been a real problem, and we now have a real demand signal for the industrial base – particularly for (submarines) and carriers – and so we're behind and now we have to catch up,' Phelan said. He said in order to create the workforce needed to spur this growth, it would require jobs programs that match the focus put on coding in recent years. 'We spent the last 10 years teaching people how to code, we're going to spend the next 10 teaching them how to use their hands,' Phelan said. 'That is going to be a critical skill set and I believe that we can create very good careers, longterm careers.' Phelan was sworn in on March 25 and is overseeing the Navy's $263.5 billion annual budget. Previously he was the founder and chairman of the Palm Beach-based private investment firm Rugger Management, and was co-founder and co-managing partner of MSD Capital. He has an MBA from Harvard Business School and has a Bachelor's degree in Economics and Political Science from Southern Methodist University. In talking to workers at different levels of the shipbuilding process, some common themes emerged including difficulties with parking. He said these conversations will inform his decision making going forward. Phelan said one of his main focuses on his visit was to check in on the construction of the Ford-class USS John F. Kennedy, which is three years behind schedule. He resisted attributing the delays to any one factor, saying he's still gathering information on the situation, but said he is 'optimistic' the issue can be resolved. 'I think it's a number of different factors, I'm still really formulating that. I think it's going to take a whole-of-government approach to fix,' Phelan said. Overall he said he was very impressed with Hampton Roads' shipyards, particularly the capacity to build nuclear powered supercarriers, calling them the 'backbone of our deterrence and the president's peace through strength initiative.' Gavin Stone, 757-712-4806,
