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Jaffetilchin Investment Partners’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Jaffetilchin Investment Partners’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,192
Closed -$333K – 489
2025
Q4 		$333K Buy
+20,192
New +$341K 0.02% 342

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VanEck Associates
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RCM
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Jaffetilchin Investment Partners's MSDL Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of Morgan Stanley Direct Lending Fund (MSDL) in Q1 2026, closing a stake of 20,192 shares — an estimated $333K sold.

Jaffetilchin Investment Partners first reported a position in MSDL in Q4 2025 and held it in 1 quarter. The position peaked at $333K in Q4 2025. 139 funds tracked by Wall St. Rank hold MSDL as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining Morgan Stanley Direct Lending Fund position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 20,192 Morgan Stanley Direct Lending Fund shares in Q1 2026, an estimated $333K.
  • Jaffetilchin Investment Partners first reported a position in Morgan Stanley Direct Lending Fund in Q4 2025 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Morgan Stanley Direct Lending Fund position peaked at $333K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.