StockDriftsStockDriftsTop 27 Madison Avenue Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 17.1% | 619.0K | $393.3M | -56.84%(-815.16K) | $47.16(+3600.17%) | 2026-03-31 | |
| GHC | GRAHAM HLDGS CO | 11.3% | 245.8K | $259.9M | +0.00%(+0) | $559.52(+111.48%) | 2026-03-31 | |
| CPNG | COUPANG INC | 7.69% | 9.36M | $176.8M | new | $21.23(-12.60%) | 2026-03-31 | |
| MICC | MAGNUM ICE CREAM CO NV | 7.44% | 11.45M | $171.1M | +78.02%(+5.02M) | $15.65(+19.60%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 7.32% | 87.9K | $168.2M | +0.00%(+0) | $1807.39(+9.53%) | 2026-03-31 | |
| TBPH | THERAVANCE BIOPHARMA INC | 6.71% | 9.51M | $154.4M | +0.00%(+0) | $9.98(+69.62%) | 2026-03-31 | |
| ICLR | ICON PLC | 6.17% | 1.28M | $142.0M | new | $146.44(+18.18%) | 2026-03-31 | |
| INDV | INDIVIOR PLC | 5.72% | 4.32M | $131.5M | -31.29%(-1.97M) | $12.07(+229.66%) | 2026-03-31 | |
| SOLV | SOLVENTUM CORP | 5.33% | 1.88M | $122.5M | -5.65%(-112.32K) | $61.23(+27.84%) | 2026-03-31 | |
| MOH | MOLINA HEALTHCARE INC | 3.67% | 633.9K | $84.5M | +0.00%(+0) | $182.45(+25.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +49.70% | +235.48% |
| Top 20 Holdings Unweighted | +18.80% | +67.69% |
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