Institutional Fund
Madison Avenue Partners, LP
New York, NYCIK 18012655 filings on record
Portfolio Value
$2.30B
Q1 2026
Holdings
27
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-1.2%
from $2.33B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sandisk Corp17.1%
- Graham Hldgs Co11.3%
- Coupang Inc7.7%
- Magnum Ice Cream Co NV7.4%
- Markel Group Inc7.3%
- Theravance Biopharma Inc6.7%
- Other42.4%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp | 619.0K | $393.28M | 17.1% | −815.2K | Reduced |
| 2 | Graham Hldgs Co | 245.8K | $259.91M | 11.3% | 0 | Held |
| 3 | Coupang Inc | 9.36M | $176.79M | 7.7% | +9.36M | New |
| 4 | Magnum Ice Cream Co NV | 11.45M | $171.11M | 7.4% | +5.02M | Added |
| 5 | Markel Group Inc | 87.9K | $168.23M | 7.3% | 0 | Held |
| 6 | Theravance Biopharma Inc | 9.51M | $154.37M | 6.7% | 0 | Held |
| 7 | Icon PLC | 1.28M | $141.96M | 6.2% | +1.28M | New |
| 8 | Indivior Pharmaceuticals Inc | 4.32M | $131.53M | 5.7% | −1.97M | Reduced |
| 9 | Solventum Corp | 1.88M | $122.49M | 5.3% | −112.3K | Reduced |
| 10 | Molina Healthcare Inc | 633.9K | $84.50M | 3.7% | 0 | Held |
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