Madison Avenue Partners, LP
Madison Avenue Partners, LP reported 25 holdings worth US$2.32B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Madison Avenue Partners, LP reported 25 holdings worth US$2.32B as of Jun 30, 2026. Largest: Graham Holdings Company, Invitation Homes Inc. and Markel Group Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$2.32B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Graham Holdings Company | 246K | US$281M | 12.1% |
| Invitation Homes Inc. | 8.34M | US$252M | 10.8% |
| Markel Group Inc. | 112K | US$219M | 9.4% |
| Coupang, Inc. | 12.5M | US$216M | 9.3% |
| Theravance Biopharma, Inc. | 9.21M | US$157M | 6.7% |
| Solventum Corporation | 1.74M | US$134M | 5.8% |
| Staar Surgical Company | 4.18M | US$120M | 5.2% |
| Indivior Pharmaceuticals, Inc. | 2.87M | US$118M | 5.1% |
| Lakefront Biotherapeutics | 3.45M | US$103M | 4.4% |
| Globus Medical, Inc. | 935K | US$73.9M | 3.2% |
| British American Tobacco P.l.c. | 1.04M | US$64.4M | 2.8% |
| Stagwell Inc. | 8.01M | US$59.5M | 2.6% |
| Sanmina Corporation | 188K | US$47.7M | 2.1% |
| Primoris Services Corporation | 462K | US$45.8M | 2.0% |
| Array Digital Infrastructure, Inc. | 1.11M | US$40.2M | 1.7% |
| Apartment Investment And Management Company | 12.4M | US$36.8M | 1.6% |
| Sandisk Corporation | 9,698 | US$22.1M | 0.95% |
| Turning Point Brands, Inc. | 248K | US$21M | 0.90% |
| Sinclair, Inc. | 1.38M | US$19.7M | 0.85% |
| Magnera Corporation | 1.3M | US$15.3M | 0.66% |
| Millrose Properties, Inc. | 298K | US$8.97M | 0.39% |
| Keros Therapeutics, Inc. | 627K | US$6.7M | 0.29% |
| Monro, Inc. | 95,966 | US$1.64M | 0.07% |
| Par Technology Corporation | 0 | US$0 | 0.00% |
| Primo Brands Corporation | 0 | US$0 | 0.00% |
| Sharkninja, Inc. | 0 | US$0 | 0.00% |
| Central Bancompany, Inc. | 0 | US$0 | 0.00% |
| Dnow Inc. | 0 | US$0 | 0.00% |
| Franklin Street Properties Corp. | 0 | US$0 | 0.00% |
| John Wiley & Sons, Inc. | 0 | US$0 | 0.00% |
| Molina Healthcare Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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