MSD Capital Sells 223,833 Shares of Hayward Holdings, Cutting Stake 36.8%

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MSD Capital cut its Hayward Holdings stake by 223,833 shares in Q4 2025, a 36.81% reduction accounting for a 3.27% portfolio impact. Hayward shares averaged $15.81 in the quarter and delivered 7.78% three-month and 6.67% year-to-date returns.

1. Major Stake Reduction by MSD Capital

In Q4 2025 MSD Capital sold 223,833 Hayward shares, cutting its stake by 36.81% and reducing its portfolio impact by 3.27%.

2. Trading Price and Performance

Hayward shares averaged $15.81 during the quarter and returned 7.78% over three months and 6.67% year-to-date.

3. Portfolio Context

Hayward represented 6.68% of MSD Capital's three-stock portfolio, trailing Safehold at 89.11% and ahead of Townsquare Media at 4.21%.

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