Madison Avenue Partners, Lp Top Holdings and 13F Report (2026) About Madison Avenue Partners, LpInvestment ActivityMadison Avenue Partners, Lp has $2.32 billion in total holdings as of June 30, 2026.Madison Avenue Partners, Lp owns shares of 25 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 28.56% of the portfolio was purchased this quarter.About 77.09% of the portfolio was sold this quarter.This quarter, Madison Avenue Partners, Lp has purchased 27 new stocks and bought additional shares in 7 stocks.Madison Avenue Partners, Lp sold shares of 8 stocks and completely divested from 9 stocks this quarter.Largest Holdings Graham $281,209,363Invitation Home $251,809,685Markel Group $219,371,848Coupang $216,381,477MAGNUM ICE CREAM CO NV $189,640,027 Largest New Holdings this Quarter 46187W107 - Invitation Home $251,809,685 HoldingG22845104 - OCTAVE INTELLIGENCE PLC $68,829,407 Holding801056102 - Sanmina $47,660,532 Holding74164F103 - PRIMORIS SVCS CORP $45,799,189 Holding911684108 - ARRAY DIGITAL INFRASTRUCTURE $40,229,128 Holding Largest Purchases this Quarter Invitation Home 8,335,309 shares (about $251.81M)OCTAVE INTELLIGENCE PLC 4,222,663 shares (about $68.83M)Coupang 3,093,574 shares (about $53.74M)STAAR Surgical 1,734,070 shares (about $49.75M)Markel Group 24,436 shares (about $47.72M) Largest Sales this Quarter SANDISK CORP 609,312 shares (about $1.39B)INDIVIOR PLC 1,440,794 shares (about $59.12M)SOLVENTUM CORP 134,515 shares (about $10.38M)MAGNUM ICE CREAM CO NV 552,937 shares (about $9.63M)Theravance Biopharma 298,898 shares (about $5.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMadison Avenue Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGHCGraham$281,209,363$615,225 â–²0.2%246,36812.1%Consumer DiscretionaryINVHInvitation Home$251,809,685$251,809,685 â–²New Holding8,335,30910.8%Real EstateMKLMarkel Group$219,371,848$47,723,752 â–²27.8%112,3259.4%FinanceCPNGCoupang$216,381,477$53,735,380 â–²33.0%12,457,1959.3%Consumer DiscretionaryMAGNUM ICE CREAM CO NV$189,640,027$9,626,633 â–¼-4.8%10,892,5928.2%ORD SHSTBPHTheravance Biopharma$156,608,284$5,081,266 â–¼-3.1%9,212,2526.7%HealthcareSOLVENTUM CORP$134,335,200$10,377,832 â–¼-7.2%1,741,2215.8%COM SHSSTAASTAAR Surgical$119,802,210$49,750,468 â–²71.0%4,175,7485.2%HealthcareINDIVIOR PLC$117,935,319$59,115,778 â–¼-33.4%2,874,3685.1%ORDLAKEFRONT BIOTHERAPEUTICS NV$103,365,254$29,459,187 â–²39.9%3,447,8074.4%SPON ADRGMEDGlobus Medical$73,891,416$17,203,637 â–²30.3%935,2163.2%HealthcareOCTAVE INTELLIGENCE PLC$68,829,407$68,829,407 â–²New Holding4,222,6633.0%ORD SHS CL BBTIBritish American Tobacco$64,434,332$4,969,518 â–¼-7.2%1,043,3022.8%Consumer StaplesSTGWStagwell$59,546,4120.0%8,014,3222.6%Communication ServicesSANMSanmina$47,660,532$47,660,532 â–²New Holding188,3222.1%TechnologyPRIMORIS SVCS CORP$45,799,189$45,799,189 â–²New Holding462,0582.0%COMARRAY DIGITAL INFRASTRUCTURE$40,229,128$40,229,128 â–²New Holding1,109,4631.7%COMAIVApartment Investment and Management$36,753,7230.0%12,374,9911.6%Real EstateSANDISK CORP$22,050,634$1,385,411,003 â–¼-98.4%9,6980.9%COMTPBTurning Point Brands$21,017,869$8,481 â–²0.0%247,8230.9%Consumer StaplesSBGISinclair$19,714,448$1,282,700 â–¼-6.1%1,383,4700.8%Communication ServicesMAGNERA CORP$15,299,276$3,390,463 â–¼-18.1%1,302,0660.7%COM SHSMILLROSE PPRYS INC$8,968,753$8,968,753 â–²New Holding298,4610.4%COM CL AKROSKeros Therapeutics$6,704,4380.0%626,5830.3%HealthcareMNROMonro Muffler Brake$1,641,978$1,641,978 â–²New Holding95,9660.1%Consumer DiscretionaryICLRIcon$0$141,958,853 â–¼-100.0%00.0%HealthcareMOHMolina Healthcare$0$84,495,804 â–¼-100.0%00.0%HealthcareWLYJohn Wiley & Sons$0$25,847,688 â–¼-100.0%00.0%Communication ServicesPRIMO BRANDS CORPORATION$0$24,892,168 â–¼-100.0%00.0%CLASS A COM SHSDNOWDNOW$0$16,257,948 â–¼-100.0%00.0%IndustrialsCENTRAL BANCOMPANY$0$10,656,145 â–¼-100.0%00.0%COM CL APARPAR Technology$0$5,970,214 â–¼-100.0%00.0%TechnologyFSPFranklin Street Properties$0$717,748 â–¼-100.0%00.0%Real EstateSNSharkNinja$0$651,497 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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