StockDriftsStockDriftsTop 24 Madison Avenue Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GHC | GRAHAM HLDGS CO | 12.11% | 246.4K | $281.2M | +0.22%(+539) | $560.69(+109.43%) | 2026-06-30 | |
| INVH | INVITATION HOMES INC | 10.84% | 8.34M | $251.8M | new | $27.49(+10.22%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 9.44% | 112.3K | $219.4M | +27.80%(+24.44K) | $1831.83(+0.28%) | 2026-06-30 | |
| CPNG | COUPANG INC | 9.31% | 12.46M | $216.4M | +33.04%(+3.09M) | $20.39(-20.09%) | 2026-06-30 | |
| MICC | MAGNUM ICE CREAM CO NV | 8.16% | 10.89M | $189.6M | -4.83%(-552.94K) | $15.65(+27.20%) | 2026-06-30 | |
| TBPH | THERAVANCE BIOPHARMA INC | 6.74% | 9.21M | $156.6M | -3.14%(-298.90K) | $9.98(+69.52%) | 2026-06-30 | |
| SOLV | SOLVENTUM CORP | 5.78% | 1.74M | $134.3M | -7.17%(-134.51K) | $61.23(+41.21%) | 2026-06-30 | |
| STAA | STAAR SURGICAL CO | 5.16% | 4.18M | $119.8M | +71.02%(+1.73M) | $21.98(+12.47%) | 2026-06-30 | |
| INDV | INDIVIOR PLC | 5.08% | 2.87M | $117.9M | -33.39%(-1.44M) | $12.07(+216.57%) | 2026-06-30 | |
| GLPG | LAKEFRONT BIOTHERAPEUTICS NV | 4.45% | 3.45M | $103.4M | +39.86%(+982.63K) | $28.29(-1.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +68.36% | +377.18% | +41.59% | +468.99% |
| Top 20 Holdings Unweighted | +23.49% | +88.31% | +16.15% | +111.42% |
Madison Avenue Partners LP reports $2.32B in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are GHC (12.1%), INVH (10.8%) and MKL (9.4%). The top 20 holdings account for 95.61% of reported assets. Its disclosed equity book has returned +377.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Madison Avenue Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801265). View Madison Avenue Partners LP’s 13F filings on SEC