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

Zuckerman Investment Group’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
2025
Q4 		– Sell
-46,000
Closed -$740K – 159
2025
Q3 		$740K Buy
46,000
+2,000
+5% +$36.5K 0.07% 94
2025
Q2 		$824K Hold
44,000
– – 0.08% 84
2025
Q1 		$878K Buy
44,000
+8,000
+22% +$165K 0.09% 83
2024
Q4 		$756K Buy
+36,000
New +$736K 0.07% 88

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Zuckerman Investment Group's MSDL Position: Q4 2025 in Review

Zuckerman Investment Group sold out of Morgan Stanley Direct Lending Fund (MSDL) in Q4 2025, closing a stake of 46,000 shares — an estimated $740K sold.

Zuckerman Investment Group first reported a position in MSDL in Q4 2024 and held it in 4 quarters. The position peaked at $878K in Q1 2025. 133 funds tracked by Wall St. Rank hold MSDL as of Q4 2025.

  • Zuckerman Investment Group reported no remaining Morgan Stanley Direct Lending Fund position as of Q4 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 46,000 Morgan Stanley Direct Lending Fund shares in Q4 2025, an estimated $740K.
  • Zuckerman Investment Group first reported a position in Morgan Stanley Direct Lending Fund in Q4 2024 and held it in 4 quarters.
  • Zuckerman Investment Group's Morgan Stanley Direct Lending Fund position peaked at $878K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q4 2025.

Based on Zuckerman Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.