Free Trial
Your $100 Credit Is Waiting! Get MarketBeat All Access Today
Lock In $149
Claim MarketBeat All Access Sale Promotion

Madison Avenue Partners, Lp Top Holdings and 13F Report (2026)

About Madison Avenue Partners, Lp

Investment Activity

  • Madison Avenue Partners, Lp has $2.30 billion in total holdings as of March 31, 2026.
  • Madison Avenue Partners, Lp owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 23.99% of the portfolio was purchased this quarter.
  • About 43.05% of the portfolio was sold this quarter.
  • This quarter, Madison Avenue Partners, Lp has purchased 23 new stocks and bought additional shares in 3 stocks.
  • Madison Avenue Partners, Lp sold shares of 10 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SANDISK CORP
$393,281,813
Graham
$259,905,169
Coupang
$176,785,164
MAGNUM ICE CREAM CO NV
$171,110,659
Markel Group
$168,225,698

Largest New Holdings this Quarter

22266T109 - Coupang
$176,785,164 Holding
G4705A100 - Icon
$141,958,853 Holding
03748R747 - Apartment Investment and Management
$50,366,213 Holding
852312305 - STAAR Surgical
$45,659,379 Holding
741623102 - PRIMO BRANDS CORPORATION
$24,892,168 Holding

Largest Purchases this Quarter

Coupang
9,363,621 shares (about $176.79M)
Icon
1,282,838 shares (about $141.96M)
MAGNUM ICE CREAM CO NV
5,016,233 shares (about $74.99M)
Apartment Investment and Management
12,374,991 shares (about $50.37M)
STAAR Surgical
2,441,678 shares (about $45.66M)

Largest Sales this Quarter

SANDISK CORP
815,162 shares (about $517.91M)
Globus Medical
1,907,275 shares (about $164.33M)
INDIVIOR PLC
1,965,340 shares (about $59.90M)
John Wiley & Sons
468,841 shares (about $17.86M)
CENTRAL BANCOMPANY
548,946 shares (about $13.15M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMadison Avenue Partners, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SANDISK CORP
$393,281,813$517,905,025 â–¼-56.8%619,01017.1%COM
Graham Holdings Company stock logo
GHC
Graham
$259,905,1690.0%245,82911.3%Consumer Discretionary
Coupang, Inc. stock logo
CPNG
Coupang
$176,785,164$176,785,164 â–²New Holding9,363,6217.7%Retail/Wholesale
MAGNUM ICE CREAM CO NV
$171,110,659$74,992,684 â–²78.0%11,445,5297.4%ORD SHS
Markel Group Inc. stock logo
MKL
Markel Group
$168,225,6980.0%87,8897.3%Multi-Sector Conglomerates
Theravance Biopharma, Inc. stock logo
TBPH
Theravance Biopharma
$154,365,9650.0%9,511,1506.7%Medical
Icon Plc stock logo
ICLR
Icon
$141,958,853$141,958,853 â–²New Holding1,282,8386.2%Medical
INDIVIOR PLC
$131,526,138$59,903,563 â–¼-31.3%4,315,1625.7%ORD
SOLVENTUM CORP
$122,485,561$7,334,627 â–¼-5.6%1,875,7365.3%COM SHS
Molina Healthcare, Inc stock logo
MOH
Molina Healthcare
$84,495,8040.0%633,8773.7%Medical
GALAPAGOS NV
$73,955,370$7,560,300 â–²11.4%2,465,1793.2%SPON ADR
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$65,706,656$5,847,000 â–¼-8.2%1,123,7672.9%Consumer Staples
Globus Medical, Inc. stock logo
GMED
Globus Medical
$61,817,732$164,330,814 â–¼-72.7%717,4762.7%Medical
Stagwell Inc. stock logo
STGW
Stagwell
$50,410,0850.0%8,014,3222.2%Business Services
Apartment Investment and Management Company stock logo
AIV
Apartment Investment and Management
$50,366,213$50,366,213 â–²New Holding12,374,9912.2%Finance
STAAR Surgical Company stock logo
STAA
STAAR Surgical
$45,659,379$45,659,379 â–²New Holding2,441,6782.0%Medical
John Wiley & Sons, Inc. stock logo
WLY
John Wiley & Sons
$25,847,688$17,862,842 â–¼-40.9%678,4171.1%Consumer Staples
PRIMO BRANDS CORPORATION
$24,892,168$24,892,168 â–²New Holding1,321,9421.1%CLASS A COM SHS
Turning Point Brands, Inc. stock logo
TPB
Turning Point Brands
$21,499,8790.0%247,7230.9%Consumer Staples
Sinclair, Inc. stock logo
SBGI
Sinclair
$19,066,883$7,295,973 â–²62.0%1,473,4840.8%Consumer Discretionary
DNOW Inc. stock logo
DNOW
DNOW
$16,257,948$16,257,948 â–²New Holding1,365,0670.7%Industrials
MAGNERA CORP
$15,126,758$1,807,214 â–¼-10.7%1,590,6160.7%COM SHS
CENTRAL BANCOMPANY
$10,656,145$13,147,256 â–¼-55.2%444,9330.5%COM CL A
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$6,917,476$2,176,249 â–¼-23.9%626,5830.3%Medical
PAR Technology Corporation stock logo
PAR
PAR Technology
$5,970,214$5,970,214 â–²New Holding447,8780.3%Business Services
Franklin Street Properties Corp. stock logo
FSP
Franklin Street Properties
$717,748$779,630 â–¼-52.1%1,080,1320.0%Finance
SharkNinja, Inc. stock logo
SN
SharkNinja
$651,4970.0%6,1520.0%Retail/Wholesale
SOLSTICE ADVANCED MATLS INC
$0$135,171,907 â–¼-100.0%00.0%COM SHS
UniFirst Corporation stock logo
UNF
UniFirst
$0$58,611,508 â–¼-100.0%00.0%Industrials
Workiva Inc. stock logo
WK
Workiva
$0$5,170,343 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data