Madison Avenue Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.30B
Q ending 2026-03-31
Prior quarter
$2.33B
Q ending 2025-12-31
Change
-1.2% QoQ · +95.2% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Sandisk Corp | SNDK | Shares | $393.3M | 619K |
| Graham Hldgs Co | GHC | Shares | $259.9M | 246K |
| Coupang Inc | CPNG | Shares | $176.8M | 9.4M |
| Magnum Ice Cream Co Nv | Shares | $171.1M | 11.4M | |
| Markel Group Inc | MKL | Shares | $168.2M | 88K |
| Theravance Biopharma Inc | Shares | $154.4M | 9.5M | |
| Icon Plc | Shares | $142.0M | 1.3M | |
| Indivior Plc | INDV | Shares | $131.5M | 4.3M |
| Solventum Corp | SOLV | Shares | $122.5M | 1.9M |
| Molina Healthcare Inc | MOH | Shares | $84.5M | 634K |
| Galapagos Nv | LKFT | Shares | $74.0M | 2.5M |
| British Amern Tob Plc | BTI | Shares | $65.7M | 1.1M |
| Globus Med Inc | GMED | Shares | $61.8M | 717K |
| Stagwell Inc | STGW | Shares | $50.4M | 8.0M |
| Apartment Invt & Mgmt Co | AIV | Shares | $50.4M | 12.4M |
| Staar Surgical Co | STAA | Shares | $45.7M | 2.4M |
| Wiley John & Sons Inc | WLY | Shares | $25.8M | 678K |
| Primo Brands Corporation | PRMB | Shares | $24.9M | 1.3M |
| Turning Pt Brands Inc | TPB | Shares | $21.5M | 248K |
| Sinclair Inc | SBGI | Shares | $19.1M | 1.5M |
| Dnow Inc | DNOW | Shares | $16.3M | 1.4M |
| Magnera Corp | MAGN | Shares | $15.1M | 1.6M |
| Central Bancompany | CBC | Shares | $10.7M | 445K |
| Keros Therapeutics Inc | KROS | Shares | $6.9M | 627K |
| Par Technology Corp | PAR | Shares | $6.0M | 448K |
| Franklin Str Pptys Corp | FSP | Shares | $718K | 1.1M |
| Sharkninja Inc | Shares | $651K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.