Michael Dell's SAFE Position Overview
Michael Dell (via Msd Capital, L.P.) currently holds 5.8M shares of Safehold Inc. (SAFE) worth $89.57 M, representing 86.42% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Michael Dell has maintained a strategic position in SAFE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 577.7K shares.
Analysis based on 13F filings available since 2013 Q2
Michael Dell's Safehold (SAFE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Safehold (SAFE) Trades by Michael Dell
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +5.21 M | New Buy | 5.21 M | $29.37 |
| Q3 2023 | +577,739 | Add 11.10% | 5.78 M | $17.80 |
Michael Dell's Safehold Investment FAQs
Michael Dell first purchased Safehold Inc. (SAFE) in Q1 2023, acquiring 5,205,006 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 Safehold Inc. (SAFE) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Michael Dell's largest addition to Safehold Inc. (SAFE) was in Q1 2023, adding 5,205,006 shares worth $152.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Michael Dell's firm, Msd Capital, L.P., owns 5,782,745 shares of Safehold Inc. (SAFE), valued at approximately $89.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Safehold Inc. (SAFE) represents approximately 86.42% of Michael Dell's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Michael Dell's peak holding in Safehold Inc. (SAFE) was 5,782,745 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.