§ 13F · FUND PROFILE
Madison Avenue Partners, LP.
AUM · $2.3B (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$465M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GHC | GRAHAM HLDGS CO | 246K | $281M | 12.1% | ±0% |
| 2 | INVH | INVITATION HOMES INC | 8.34M | $252M | 10.8% | NEW |
| 3 | MKL | MARKEL GROUP INC | 112K | $219M | 9.4% | +28% |
| 4 | CPNG | COUPANG INC | 12.46M | $216M | 9.3% | +33% |
| 5 | MICC | MAGNUM ICE CREAM CO NV | 10.89M | $190M | 8.2% | −5% |
| 6 | TBPH | THERAVANCE BIOPHARMA INC | 9.21M | $157M | 6.7% | −3% |
| 7 | SOLV | SOLVENTUM CORP | 1.74M | $134M | 5.8% | −7% |
| 8 | STAA | STAAR SURGICAL CO | 4.18M | $120M | 5.2% | +71% |
| 9 | INDV | INDIVIOR PLC | 2.87M | $118M | 5.1% | −33% |
| 10 | GLPG | LAKEFRONT BIOTHERAPEUTICS NV | 3.45M | $103M | 4.4% | +40% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MADISON SIGNAL
AC read
Madison Avenue Partners, LP is a Other fund managing $2.3 billion in assets. The fund runs a focused portfolio of just 25 positions.
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