Madison Avenue Partners, LP
CIK 1801265
13F filing for Q2 2026・No. 1,501
- Holdings
- US$2.32B
- Quarter change
- +US$23.34M
- Entries
- 25
- Net bought (estimate)
- −US$1.13B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 9
- Cut 8
- Added 7
- Corporate actions 0
- Unchanged 3
Largest holdings
25 stocks worth US$2.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GHCGRAHAM HLDGS COCOM CL B | Added | 246,368 | US$281.21M | 12.11% |
| INVHINVITATION HOMES INCCOM | New | 8,335,309 | US$251.81M | 10.84% |
| MKLMARKEL GROUP INCCOM | Added | 112,325 | US$219.37M | 9.44% |
| CPNGCOUPANG INCCL A | Added | 12,457,195 | US$216.38M | 9.31% |
| MICCMAGNUM ICE CREAM CO NVORD SHS | Cut | 10,892,592 | US$189.64M | 8.16% |
| THERAVANCE BIOPHARMA INCCOM | Cut | 9,212,252 | US$156.61M | 6.74% |
| SOLVSOLVENTUM CORPCOM SHS | Cut | 1,741,221 | US$134.34M | 5.78% |
| STAAR SURGICAL COCOM PAR $0.01 | Added | 4,175,748 | US$119.8M | 5.16% |
| INDVINDIVIOR PLCORD | Cut | 2,874,368 | US$117.94M | 5.08% |
| LAKEFRONT BIOTHERAPEUTICS NVSPON ADR | Added | 3,447,807 | US$103.37M | 4.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.