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

Kovitz Investment Group Partners’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$340K Buy
18,023
+5,438
+43% +$103K ﹤0.01% 1093
2025
Q1 		$251K Buy
+12,585
New +$251K ﹤0.01% 1099