account_balance
Investment manager · 13F filer · SEC CIK 1801265
Madison Avenue Partners, LP
Reported value$2.32Bas of Jun 30, 2026
Positions25 7 new, 9 sold out
Top 10 weight77%GHC alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GHC
Graham Hldgs CO
12.1%
INVH
Invitation Homes INC
10.8%New
MKL
Markel Group INC
9.4%Added
CPNG
Coupang INC
9.3%Added
MICC
Magnum Ice Cream CO NV
8.2%Trimmed
TBPH
Theravance Biopharma INC
6.7%Trimmed
SOLV
Solventum Corp
5.8%Trimmed
STAA
Staar Surgical CO
5.2%Added
INDV
Indivior PLC
5.1%Trimmed
LKFT
Lakefront Biotherapeutics NV
4.4%Added
15 others
22.9%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed