Home › Madison Avenue Partners, LP

Madison Avenue Partners, LP 13F holdings

Filed 2026-08-14 · Madison Avenue Partners, LP · 25 positions · $2.3B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
GHCGRAHAM HLDGS CO246.4K$281.2M12.1%
INVHINVITATION HOMES INC8.3M$251.8M10.8%
MKLMARKEL GROUP INC112.3K$219.4M9.4%
CPNGCOUPANG INC12.5M$216.4M9.3%
—MAGNUM ICE CREAM CO NV10.9M$189.6M8.2%
—THERAVANCE BIOPHARMA INC9.2M$156.6M6.7%
SOLVSOLVENTUM CORP1.7M$134.3M5.8%
STAASTAAR SURGICAL CO4.2M$119.8M5.2%
INDVINDIVIOR PLC2.9M$117.9M5.1%
LKFTLAKEFRONT BIOTHERAPEUTICS NV3.4M$103.4M4.4%
GMEDGLOBUS MED INC935.2K$73.9M3.2%
—OCTAVE INTELLIGENCE PLC4.2M$68.8M3.0%
BTIBRITISH AMERN TOB PLC1.0M$64.4M2.8%
STGWSTAGWELL INC8.0M$59.5M2.6%
SANMSANMINA CORP188.3K$47.7M2.1%
PRIMPRIMORIS SVCS CORP462.1K$45.8M2.0%
ADARRAY DIGITAL INFRASTRUCTURE1.1M$40.2M1.7%
AIVAPARTMENT INVT & MGMT CO12.4M$36.8M1.6%
SNDKSANDISK CORP9.7K$22.1M0.9%
TPBTURNING PT BRANDS INC247.8K$21.0M0.9%
SBGISINCLAIR INC1.4M$19.7M0.8%
MAGNMAGNERA CORP1.3M$15.3M0.7%
MRPMILLROSE PPRYS INC298.5K$9.0M0.4%
KROSKEROS THERAPEUTICS INC626.6K$6.7M0.3%
MNROMONRO INC96.0K$1.6M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}