Madison Avenue Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Madison Avenue Partners, Lp disclosed 22 stock positions valued at approximately $2.32B as of quarter-end June 30, 2026. The largest holdings include GRAHAM HLDGS CO, INVITATION HOMES INC, and MARKEL GROUP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $2.32B
Holdings by Sector
Madison Avenue Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GRAHAM HLDGS CO | GHC | Consumer Defensive | 12.11% | 246,368 | +539 | +0.22% | $281,209,363 |
| INVITATION HOMES INC | INVH | Real Estate | 10.84% | 8,335,309 | +8,335,309 | +100.00% | $251,809,685 |
| MARKEL GROUP INC | MKL | Financial Services | 9.44% | 112,325 | +24,436 | +27.80% | $219,371,848 |
| COUPANG INC | CPNG | Consumer Cyclical | 9.31% | 12,457,195 | +3,093,574 | +33.04% | $216,381,477 |
| SOLVENTUM CORP | SOLV | Healthcare | 5.78% | 1,741,221 | -134,515 | -7.17% | $134,335,200 |
| STAAR SURGICAL CO | STAA | Healthcare | 5.16% | 4,175,748 | +1,734,070 | +71.02% | $119,802,210 |
| INDIVIOR PLC | INDV | Other | 5.08% | 2,874,368 | -1,440,794 | -33.39% | $117,935,319 |
| LAKEFRONT BIOTHERAPEUTICS NV | GLPG | Healthcare | 4.45% | 3,447,807 | +982,628 | +39.86% | $103,365,254 |
| GLOBUS MED INC | GMED | Healthcare | 3.18% | 935,216 | +217,740 | +30.35% | $73,891,416 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 2.77% | 1,043,302 | -80,465 | -7.16% | $64,434,332 |
| STAGWELL INC | STGW | Communication Services | 2.56% | 8,014,322 | - | - | $59,546,412 |
| SANMINA CORP | SANM | Technology | 2.05% | 188,322 | +188,322 | +100.00% | $47,660,532 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 1.97% | 462,058 | +462,058 | +100.00% | $45,799,189 |
| ARRAY DIGITAL INFRASTRUCTURE | USM | Communication Services | 1.73% | 1,109,463 | +1,109,463 | +100.00% | $40,229,128 |
| APARTMENT INVT & MGMT CO | AIV | Real Estate | 1.58% | 12,374,991 | - | - | $36,753,723 |
| SANDISK CORP | SNDK | Other | 0.95% | 9,698 | -609,312 | -98.43% | $22,050,634 |
| TURNING PT BRANDS INC | TPB | Consumer Defensive | 0.90% | 247,823 | +100 | +0.04% | $21,017,869 |
| SINCLAIR INC | SBGI | Communication Services | 0.85% | 1,383,470 | -90,014 | -6.11% | $19,714,448 |
| MAGNERA CORP | MAGN | Basic Materials | 0.66% | 1,302,066 | -288,550 | -18.14% | $15,299,276 |
| MILLROSE PPRYS INC | MRP | Other | 0.39% | 298,461 | +298,461 | +100.00% | $8,968,753 |
| KEROS THERAPEUTICS INC | KROS | Healthcare | 0.29% | 626,583 | - | - | $6,704,438 |
| MONRO INC | MNRO | Consumer Cyclical | 0.07% | 95,966 | +95,966 | +100.00% | $1,641,978 |
Showing 22 of 22 holdings in the latest reporting period.