·
Michael Dell’s portfolio value decreased this
quarter from $92M to $68M.
·
PVH Corp stake was almost eliminated during the
quarter.
·
MSD Capital 13F portfolio has just three
positions.
Michael Dell’s MSD Capital 13F portfolio value decreased ~26%
this quarter from $92M to $68M. 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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