Back to Madison Avenue Partners, LP
Q2 2026 13F filing
Updated 27 days ago25 disclosed positions worth $2.3B
Portfolio value
$2.3B
Total holdings
25
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GHC GRAHAM HLDGS CO | $281.2M | 246.4K | 12.11% | — |
| 2 | I INVH INVITATION HOMES INC | $251.8M | 8.34M | 10.84% | — |
| 3 | M MKL MARKEL GROUP INC | $219.4M | 112.3K | 9.44% | — |
| 4 | C CPNG COUPANG INC | $216.4M | 12.46M | 9.31% | — |
| 5 | M MICC MAGNUM ICE CREAM CO NV | $189.6M | 10.89M | 8.16% | — |
| 6 | ? N/A THERAVANCE BIOPHARMA INC | $156.6M | 9.21M | 6.74% | — |
| 7 | S SOLV SOLVENTUM CORP | $134.3M | 1.74M | 5.78% | — |
| 8 | S STAA STAAR SURGICAL CO | $119.8M | 4.18M | 5.16% | — |
| 9 | I INDV INDIVIOR PLC | $117.9M | 2.87M | 5.08% | — |
| 10 | G GLPGF LAKEFRONT BIOTHERAPEUTICS NV | $103.4M | 3.45M | 4.45% | — |
| 11 | G GMED GLOBUS MED INC | $73.9M | 935.2K | 3.18% | — |
| 12 | O OCTLF OCTAVE INTELLIGENCE PLC | $68.8M | 4.22M | 2.96% | — |
| 13 | B BTAFF BRITISH AMERN TOB PLC | $64.4M | 1.04M | 2.77% | — |
| 14 | S STGW STAGWELL INC | $59.5M | 8.01M | 2.56% | — |
| 15 | S SANM SANMINA CORP | $47.7M | 188.3K | 2.05% | — |
| 16 | P PRIM PRIMORIS SVCS CORP | $45.8M | 462.1K | 1.97% | — |
| 17 | U UZF ARRAY DIGITAL INFRASTRUCTURE | $40.2M | 1.11M | 1.73% | — |
| 18 | A AIV APARTMENT INVT & MGMT CO | $36.8M | 12.37M | 1.58% | — |
| 19 | S SNDK SANDISK CORP | $22.1M | 9.7K | 0.95% | — |
| 20 | T TPB TURNING PT BRANDS INC | $21M | 247.8K | 0.90% | — |
| 21 | S SITM SINCLAIR INC | $19.7M | 1.38M | 0.85% | — |
| 22 | M MAGN MAGNERA CORP | $15.3M | 1.30M | 0.66% | — |
| 23 | M MRP MILLROSE PPRYS INC | $9M | 298.5K | 0.39% | — |
| 24 | K KROS KEROS THERAPEUTICS INC | $6.7M | 626.6K | 0.29% | — |
| 25 | M MNST MONRO INC | $1.6M | 96.0K | 0.07% | — |