Madison Avenue Partners as of June 30, 2026
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 25 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Graham Hldgs Com Cl B (GHC) | 12.1 | $281M | 246k | 1141.42 | |
| Invitation Homes (INVH) | 10.8 | $252M | 8.3M | 30.21 | |
| Markel Corporation (MKL) | 9.4 | $219M | 112k | 1953.01 | |
| Coupang Cl A (CPNG) | 9.3 | $216M | 13M | 17.37 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 8.2 | $190M | 11M | 17.41 | |
| Theravance Biopharma (TBPH) | 6.7 | $157M | 9.2M | 17.00 | |
| Solventum Corp Com Shs (SOLV) | 5.8 | $134M | 1.7M | 77.15 | |
| Staar Surgical Com Par $0.01 (STAA) | 5.2 | $120M | 4.2M | 28.69 | |
| Indivior Ord (INDV) | 5.1 | $118M | 2.9M | 41.03 | |
| Lakefront Biotherapeutics Nv Spon Adr | 4.4 | $103M | 3.4M | 29.98 | |
| Globus Med Cl A (GMED) | 3.2 | $74M | 935k | 79.01 | |
| Octave Intelligence Ord Shs Cl B | 3.0 | $69M | 4.2M | 16.30 | |
| British Amern Tob Sponsored Adr (BTI) | 2.8 | $64M | 1.0M | 61.76 | |
| Stagwell Com Cl A (STGW) | 2.6 | $60M | 8.0M | 7.43 | |
| Sanmina (SANM) | 2.1 | $48M | 188k | 253.08 | |
| Primoris Services (PRIM) | 2.0 | $46M | 462k | 99.12 | |
| United States Cellular Corporation (AD) | 1.7 | $40M | 1.1M | 36.26 | |
| Apartment Invt & Mgmt Cl A (AIV) | 1.6 | $37M | 12M | 2.97 | |
| Sandisk Corp (SNDK) | 0.9 | $22M | 9.7k | 2273.73 | |
| Turning Pt Brands (TPB) | 0.9 | $21M | 248k | 84.81 | |
| Sinclair Cl A (SBGI) | 0.8 | $20M | 1.4M | 14.25 | |
| Magnera Corp Com Shs (MAGN) | 0.7 | $15M | 1.3M | 11.75 | |
| Millrose Pprys Com Cl A (MRP) | 0.4 | $9.0M | 299k | 30.05 | |
| Keros Therapeutics (KROS) | 0.3 | $6.7M | 627k | 10.70 | |
| Monro Muffler Brake (MNRO) | 0.1 | $1.6M | 96k | 17.11 |
