- 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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