MSDL — MORGAN STANLEY DIRECT LENDIN

Ownership history in OBSIDIAN CIO, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in MORGAN STANLEY DIRECT LENDIN (MSDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.42% (2025 Q4)
Avg. % of fund
0.18%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,220 -41,844 -70.8% 0.42% $284K $16.48
2025 Q3 REDUCED 59,064 -167 -0.3% 0.12% $950K $15.61
2025 Q2 ADDED 59,231 +206 +0.3% 0.16% $1.1M $17.62
2025 Q1 ADDED 59,025 +32,265 +120.6% 0.19% $1.2M $18.30
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSDL price (monthly, adj. close)

Other funds also holding MSDL

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 3.97% AMERICAN FINANCIAL GROUP INC 3Y 7Y 3.18% GraniteShares Advisors LLC 3Y 1.59% LM Advisors LLC 1.34% Fosun International Ltd 3Y 7Y 0.85% Activest Wealth Management 3Y 0.6% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.6% Liberty Mutual Group Asset Management Inc. 3Y 7Y 0.56% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.54% Legacy Capital Wealth Partners, LLC 3Y 0.27%
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