Holders — by stockHoldings — by fund
Madison Avenue Partners, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001801265
$2.32B
disclosed book value
25
positions
12.1%
largest position share
Positions, as of 2026-06-30
top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GHCGRAHAM HLDGS CO | 246,368 | $281.2M | 12.1% |
| 2 | INVHINVITATION HOMES INC | 8.3M | $251.8M | 10.8% |
| 3 | MKLMARKEL GROUP INC | 112,325 | $219.4M | 9.4% |
| 4 | CPNGCOUPANG INC | 12.5M | $216.4M | 9.3% |
| 5 | MAGNUM ICE CREAM CO NV | 10.9M | $189.6M | 8.2% |
| 6 | THERAVANCE BIOPHARMA INC | 9.2M | $156.6M | 6.7% |
| 7 | SOLVSOLVENTUM CORP | 1.7M | $134.3M | 5.8% |
| 8 | STAASTAAR SURGICAL CO | 4.2M | $119.8M | 5.2% |
| 9 | INDVINDIVIOR PLC | 2.9M | $117.9M | 5.1% |
| 10 | LKFTLAKEFRONT BIOTHERAPEUTICS NV | 3.4M | $103.4M | 4.4% |
| 11 | GMEDGLOBUS MED INC | 935,216 | $73.9M | 3.2% |
| 12 | OCTAVE INTELLIGENCE PLC | 4.2M | $68.8M | 3% |
| 13 | BTIBRITISH AMERN TOB PLC | 1.0M | $64.4M | 2.8% |
| 14 | STGWSTAGWELL INC | 8.0M | $59.5M | 2.6% |
| 15 | SANMSANMINA CORP | 188,322 | $47.7M | 2.1% |
| 16 | PRIMPRIMORIS SVCS CORP | 462,058 | $45.8M | 2% |
| 17 | ADARRAY DIGITAL INFRASTRUCTURE | 1.1M | $40.2M | 1.7% |
| 18 | AIVAPARTMENT INVT & MGMT CO | 12.4M | $36.8M | 1.6% |
| 19 | SNDKSANDISK CORP | 9,698 | $22.1M | 0.9% |
| 20 | TPBTURNING PT BRANDS INC | 247,823 | $21.0M | 0.9% |
| 21 | SBGISINCLAIR INC | 1.4M | $19.7M | 0.8% |
| 22 | MAGNMAGNERA CORP | 1.3M | $15.3M | 0.7% |
| 23 | MRPMILLROSE PPRYS INC | 298,461 | $9.0M | 0.4% |
| 24 | KROSKEROS THERAPEUTICS INC | 626,583 | $6.7M | 0.3% |
| 25 | MNROMONRO INC | 95,966 | $1.6M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.