§ 13F · FUND PROFILE
Madison Avenue Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 27Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$462M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 619K | $393M | 17.1% | −57% |
| 2 | GHC | GRAHAM HLDGS CO | 246K | $260M | 11.3% | ±0% |
| 3 | CPNG | COUPANG INC | 9.36M | $177M | 7.7% | NEW |
| 4 | MICC | MAGNUM ICE CREAM CO NV | 11.45M | $171M | 7.4% | +78% |
| 5 | MKL | MARKEL GROUP INC | 88K | $168M | 7.3% | ±0% |
| 6 | TBPH | THERAVANCE BIOPHARMA INC | 9.51M | $154M | 6.7% | ±0% |
| 7 | ICLR | ICON PLC | 1.28M | $142M | 6.2% | NEW |
| 8 | INDV | INDIVIOR PLC | 4.32M | $132M | 5.7% | −31% |
| 9 | SOLV | SOLVENTUM CORP | 1.88M | $122M | 5.3% | −6% |
| 10 | MOH | MOLINA HEALTHCARE INC | 634K | $84M | 3.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MADISON SIGNAL
AC read
Madison Avenue Partners, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed