SCHEDULE: Dell-Affiliated Entities Update Hayward Holdings Stake
Beneficial Ownership Disclosure
MSD Capital, Michael S. Dell, and affiliated entities filed an Amendment No. 4 to Schedule 13G, disclosing their beneficial ownership in Hayward Holdings, Inc. common stock.
Summary
- MSD Capital, L.P. beneficially owns 608,062 shares of Hayward Holdings, Inc. common stock, representing 0.3% of the class.
- Michael S. Dell beneficially owns 5,685,664 shares of Hayward Holdings, Inc. common stock, representing 2.6% of the class.
- MSD Portfolio L.P. Investments beneficially owns 0 shares, representing 0% of the class.
- These percentages are calculated based on 216,863,239 shares of the issuer's common stock outstanding as of October 27, 2025.
- The shares are held through various entities including MSD Private Capital Investments, L.P., MSD Portfolio L.P. SLD Personal Income, MSD Portfolio L.P. MSD Personal Income, and the Michael & Susan Dell Foundation.
- Michael S. Dell is the controlling member of MSD Capital Management LLC, which is the general partner of MSD Capital, L.P., establishing a link in beneficial ownership.
Sentiment
Score: 5
Explanation: A Schedule 13G filing is a routine disclosure of beneficial ownership and typically carries a neutral sentiment unless there is a significant change in ownership that could signal a strategic shift or activist interest. The reported percentages are relatively small and the filing explicitly states no intent to influence control, making it neutral.
Positives
- NA
Negatives
- NA
Risks
- The reporting persons certified that the securities were not acquired or held for the purpose of changing or influencing control of the issuer, other than activities solely in connection with a nomination under Rule 240.14a-11. This implies a potential for future engagement in board nominations, which could be perceived as a governance risk by some stakeholders.
Future Outlook
NA
Industry Context
NA
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Statement of Intent | The reporting persons certified that the securities were not acquired or held for the purpose of changing or influencing control of the issuer, other than activities solely in connection with a nomination under Rule 240.14a-11. | 2025-11-13 | This statement clarifies the passive nature of the investment but leaves open the possibility of future engagement in board nominations, which is a key aspect of corporate governance. |
Stakeholder Impact
- Provides transparency to shareholders and the broader market regarding the beneficial ownership stake held by Michael S. Dell and affiliated entities in Hayward Holdings, Inc.
Key Dates
| Date | Description |
|---|---|
| 2025-09-30 | Date of event requiring the filing of this statement. |
| 2025-10-27 | Date as of which the issuer's common stock outstanding was reported (216,863,239 shares). |
| 2025-10-29 | Date of filing of the issuer's Quarterly Report on Form 10-Q, which reported shares outstanding. |
| 2025-11-13 | Date of the Joint Filing Agreement between the reporting persons. |
| 2025-11-13 | Date of signing of this Amendment No. 4 to Schedule 13G. |
Keywords
Hayward Holdings, Michael S. Dell, MSD Capital, Schedule 13G, beneficial ownership, common stock, institutional ownership, SEC filing, investment, equity stake
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