Michael Dell's HAYW Position Overview
Michael Dell (via Msd Capital, L.P.) currently holds 384,229 shares of Hayward Holdings, Inc. (HAYW) worth $5.94 M, representing 6.68% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Michael Dell has maintained this position in HAYW for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q4 2024, reducing 22.75 M shares.
Analysis based on 13F filings available since 2013 Q2
Michael Dell's Hayward Holdings (HAYW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Hayward Holdings (HAYW) Trades by Michael Dell
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -223,833 | Reduce 36.81% | 384,229 | $15.45 |
| Q3 2025 | -3.68 M | Reduce 85.81% | 608,062 | $15.12 |
| Q2 2025 | -275,671 | Reduce 6.04% | 4.29 M | $13.80 |
| Q4 2024 | -22.75 M | Reduce 83.30% | 4.56 M | $15.29 |
| Q3 2024 | +27.31 M | New Buy | 27.31 M | $15.34 |
Michael Dell's Hayward Holdings Investment FAQs
Michael Dell first purchased Hayward Holdings, Inc. (HAYW) in Q3 2024, acquiring 27,307,732 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Michael Dell has held Hayward Holdings, Inc. (HAYW) for 6 quarters since Q3 2024.
Michael Dell's largest addition to Hayward Holdings, Inc. (HAYW) was in Q3 2024, adding 27,307,732 shares worth $418.9 M.
According to the latest 13F filing for Q4 2025, Michael Dell's firm, Msd Capital, L.P., owns 384,229 shares of Hayward Holdings, Inc. (HAYW), valued at approximately $5.94 M.
As of the Q4 2025 filing, Hayward Holdings, Inc. (HAYW) represents approximately 6.68% of Michael Dell's publicly disclosed stock portfolio, making it one of their key holdings.
Michael Dell's peak holding in Hayward Holdings, Inc. (HAYW) was 27,307,732 shares, as reported at the end of Q3 2024.