Filed: 5/15/2026ACC: 0001801265-26-000003
📋 What this filing means
MADISON AVENUE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $2.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$2.30B
Total AUM (reported)
75.80M
Total Shares
Allocation by class
COM$851.73M37.0%
CL A$333.88M14.5%
COM CL B$259.91M11.3%
ORD SHS$171.11M7.4%
SHS$141.96M6.2%
COM SHS$138.26M6.0%
ORD$131.53M5.7%
Portfolio Concentration
Top 3$829.97M36.1%
4–10$974.17M42.4%
11–25$494.15M21.5%
Rest$1.37M0.1%
Top 3 weight
36.1%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 75.80M
Sole
Full voting authority
75.80M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
SANDISK CORP
SOLEShares619.01K
TypeSH
Market value$393.28M
17.10%
Sole
619.01K
Shared
0.00
None
0.00
GRAHAM HLDGS CO
SOLEShares245.83K
TypeSH
Market value$259.91M
11.30%
Sole
245.83K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares9.36M
TypeSH
Market value$176.79M
7.69%
Sole
9.36M
Shared
0.00
None
0.00
MAGNUM ICE CREAM CO NV
SOLEShares11.45M
TypeSH
Market value$171.11M
7.44%
Sole
11.45M
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares87.89K
TypeSH
Market value$168.23M
7.32%
Sole
87.89K
Shared
0.00
None
0.00
THERAVANCE BIOPHARMA INC
SOLEShares9.51M
TypeSH
Market value$154.37M
6.71%
Sole
9.51M
Shared
0.00
None
0.00
ICON PLC
SOLEShares1.28M
TypeSH
Market value$141.96M
6.17%
Sole
1.28M
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares4.32M
TypeSH
Market value$131.53M
5.72%
Sole
4.32M
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares1.88M
TypeSH
Market value$122.49M
5.33%
Sole
1.88M
Shared
0.00
None
0.00
MOLINA HEALTHCARE INC
SOLEShares633.88K
TypeSH
Market value$84.50M
3.67%
Sole
633.88K
Shared
0.00
None
0.00
GALAPAGOS NV
SOLEShares2.47M
TypeSH
Market value$73.96M
3.22%
Sole
2.47M
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares1.12M
TypeSH
Market value$65.71M
2.86%
Sole
1.12M
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares717.48K
TypeSH
Market value$61.82M
2.69%
Sole
717.48K
Shared
0.00
None
0.00
STAGWELL INC
SOLEShares8.01M
TypeSH
Market value$50.41M
2.19%
Sole
8.01M
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares12.37M
TypeSH
Market value$50.37M
2.19%
Sole
12.37M
Shared
0.00
None
0.00
STAAR SURGICAL CO
SOLEShares2.44M
TypeSH
Market value$45.66M
1.99%
Sole
2.44M
Shared
0.00
None
0.00
WILEY JOHN & SONS INC
SOLEShares678.42K
TypeSH
Market value$25.85M
1.12%
Sole
678.42K
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares1.32M
TypeSH
Market value$24.89M
1.08%
Sole
1.32M
Shared
0.00
None
0.00
TURNING PT BRANDS INC
SOLEShares247.72K
TypeSH
Market value$21.50M
0.93%
Sole
247.72K
Shared
0.00
None
0.00
SINCLAIR INC
SOLEShares1.47M
TypeSH
Market value$19.07M
0.83%
Sole
1.47M
Shared
0.00
None
0.00
DNOW INC
SOLEShares1.37M
TypeSH
Market value$16.26M
0.71%
Sole
1.37M
Shared
0.00
None
0.00
MAGNERA CORP
SOLEShares1.59M
TypeSH
Market value$15.13M
0.66%
Sole
1.59M
Shared
0.00
None
0.00
CENTRAL BANCOMPANY
SOLEShares444.93K
TypeSH
Market value$10.66M
0.46%
Sole
444.93K
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares626.58K
TypeSH
Market value$6.92M
0.30%
Sole
626.58K
Shared
0.00
None
0.00
PAR TECHNOLOGY CORP
SOLEShares447.88K
TypeSH
Market value$5.97M
0.26%
Sole
447.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPSOLE | COM | 619.01K | SH | $393.28M 17.10% | 619.01K | 0.00 | 0.00 |
GRAHAM HLDGS COSOLE | COM CL B | 245.83K | SH | $259.91M 11.30% | 245.83K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 9.36M | SH | $176.79M 7.69% | 9.36M | 0.00 | 0.00 |
MAGNUM ICE CREAM CO NVSOLE | ORD SHS | 11.45M | SH | $171.11M 7.44% | 11.45M | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 87.89K | SH | $168.23M 7.32% | 87.89K | 0.00 | 0.00 |
THERAVANCE BIOPHARMA INCSOLE | COM | 9.51M | SH | $154.37M 6.71% | 9.51M | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 1.28M | SH | $141.96M 6.17% | 1.28M | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 4.32M | SH | $131.53M 5.72% | 4.32M | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 1.88M | SH | $122.49M 5.33% | 1.88M | 0.00 | 0.00 |
MOLINA HEALTHCARE INCSOLE | COM | 633.88K | SH | $84.50M 3.67% | 633.88K | 0.00 | 0.00 |
GALAPAGOS NVSOLE | SPON ADR | 2.47M | SH | $73.96M 3.22% | 2.47M | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 1.12M | SH | $65.71M 2.86% | 1.12M | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 717.48K | SH | $61.82M 2.69% | 717.48K | 0.00 | 0.00 |
STAGWELL INCSOLE | COM CL A | 8.01M | SH | $50.41M 2.19% | 8.01M | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 12.37M | SH | $50.37M 2.19% | 12.37M | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM PAR $0.01 | 2.44M | SH | $45.66M 1.99% | 2.44M | 0.00 | 0.00 |
WILEY JOHN & SONS INCSOLE | CL A | 678.42K | SH | $25.85M 1.12% | 678.42K | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 1.32M | SH | $24.89M 1.08% | 1.32M | 0.00 | 0.00 |
TURNING PT BRANDS INCSOLE | COM | 247.72K | SH | $21.50M 0.93% | 247.72K | 0.00 | 0.00 |
SINCLAIR INCSOLE | CL A | 1.47M | SH | $19.07M 0.83% | 1.47M | 0.00 | 0.00 |
DNOW INCSOLE | COM | 1.37M | SH | $16.26M 0.71% | 1.37M | 0.00 | 0.00 |
MAGNERA CORPSOLE | COM SHS | 1.59M | SH | $15.13M 0.66% | 1.59M | 0.00 | 0.00 |
CENTRAL BANCOMPANYSOLE | COM CL A | 444.93K | SH | $10.66M 0.46% | 444.93K | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 626.58K | SH | $6.92M 0.30% | 626.58K | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 447.88K | SH | $5.97M 0.26% | 447.88K | 0.00 | 0.00 |
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