Tracking Michael Dell’s MSD Capital Portfolio – Q1 2018 Update


  • Michael Dell’s portfolio value increased this quarter from $63M to $92M.
  • PVH Corp stake was more than doubled during the quarter.
  • MSD Capital 13F portfolio has just three positions.

Michael Dell’s MSD Capital 13F portfolio value increased ~46% this quarter from $63M to $92M. 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 13F 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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