- Michael Dell’s portfolio value decreased this quarter from $237M to $63M.
- The huge Asbury Automotive Group and Wesco Aircraft positons were dropped while also reducing PVH Corp.
- MSD Capital 13F portfolio has just three positions.
Michael Dell’s MSD Capital 13F portfolio value dropped ~74%
this quarter from $237M to $63M. To know more about Michael Dell, check-out the
book Direct from Dell: Strategies that
Revolutionized an Industry.
Below is a spreadsheet that highlights the changes to
Michael Dell's MSD Capital US long stock portfolio. For a look at how his
portfolio has progressed, see our previous update:
To learn more about how to profit from a strategy of
following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning
Strategies for the Little Guy .
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