Filed: 8/14/2026ACC: 0001801265-26-000005
📋 What this filing means
MADISON AVENUE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $2.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$2.32B
Total AUM (reported)
85.81M
Total Shares
Allocation by class
COM$812.89M35.0%
CL A$346.74M14.9%
COM CL B$281.21M12.1%
ORD SHS$189.64M8.2%
COM SHS$149.63M6.4%
COM PAR $0.01$119.80M5.2%
ORD$117.94M5.1%
Portfolio Concentration
Top 3$752.39M32.4%
4–10$1.04B44.7%
11–25$532.54M22.9%
Top 3 weight
32.4%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 85.81M
Sole
Full voting authority
85.81M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
GRAHAM HLDGS CO
SOLEShares246.37K
TypeSH
Market value$281.21M
12.11%
Sole
246.37K
Shared
0.00
None
0.00
INVITATION HOMES INC
SOLEShares8.34M
TypeSH
Market value$251.81M
10.84%
Sole
8.34M
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares112.33K
TypeSH
Market value$219.37M
9.44%
Sole
112.33K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares12.46M
TypeSH
Market value$216.38M
9.31%
Sole
12.46M
Shared
0.00
None
0.00
MAGNUM ICE CREAM CO NV
SOLEShares10.89M
TypeSH
Market value$189.64M
8.16%
Sole
10.89M
Shared
0.00
None
0.00
THERAVANCE BIOPHARMA INC
SOLEShares9.21M
TypeSH
Market value$156.61M
6.74%
Sole
9.21M
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares1.74M
TypeSH
Market value$134.34M
5.78%
Sole
1.74M
Shared
0.00
None
0.00
STAAR SURGICAL CO
SOLEShares4.18M
TypeSH
Market value$119.80M
5.16%
Sole
4.18M
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares2.87M
TypeSH
Market value$117.94M
5.08%
Sole
2.87M
Shared
0.00
None
0.00
LAKEFRONT BIOTHERAPEUTICS NV
SOLEShares3.45M
TypeSH
Market value$103.37M
4.45%
Sole
3.45M
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares935.22K
TypeSH
Market value$73.89M
3.18%
Sole
935.22K
Shared
0.00
None
0.00
OCTAVE INTELLIGENCE PLC
SOLEShares4.22M
TypeSH
Market value$68.83M
2.96%
Sole
4.22M
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares1.04M
TypeSH
Market value$64.43M
2.77%
Sole
1.04M
Shared
0.00
None
0.00
STAGWELL INC
SOLEShares8.01M
TypeSH
Market value$59.55M
2.56%
Sole
8.01M
Shared
0.00
None
0.00
SANMINA CORP
SOLEShares188.32K
TypeSH
Market value$47.66M
2.05%
Sole
188.32K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
SOLEShares462.06K
TypeSH
Market value$45.80M
1.97%
Sole
462.06K
Shared
0.00
None
0.00
ARRAY DIGITAL INFRASTRUCTURE
SOLEShares1.11M
TypeSH
Market value$40.23M
1.73%
Sole
1.11M
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares12.37M
TypeSH
Market value$36.75M
1.58%
Sole
12.37M
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares9.70K
TypeSH
Market value$22.05M
0.95%
Sole
9.70K
Shared
0.00
None
0.00
TURNING PT BRANDS INC
SOLEShares247.82K
TypeSH
Market value$21.02M
0.90%
Sole
247.82K
Shared
0.00
None
0.00
SINCLAIR INC
SOLEShares1.38M
TypeSH
Market value$19.71M
0.85%
Sole
1.38M
Shared
0.00
None
0.00
MAGNERA CORP
SOLEShares1.30M
TypeSH
Market value$15.30M
0.66%
Sole
1.30M
Shared
0.00
None
0.00
MILLROSE PPRYS INC
SOLEShares298.46K
TypeSH
Market value$8.97M
0.39%
Sole
298.46K
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares626.58K
TypeSH
Market value$6.70M
0.29%
Sole
626.58K
Shared
0.00
None
0.00
MONRO INC
SOLEShares95.97K
TypeSH
Market value$1.64M
0.07%
Sole
95.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRAHAM HLDGS COSOLE | COM CL B | 246.37K | SH | $281.21M 12.11% | 246.37K | 0.00 | 0.00 |
INVITATION HOMES INCSOLE | COM | 8.34M | SH | $251.81M 10.84% | 8.34M | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 112.33K | SH | $219.37M 9.44% | 112.33K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 12.46M | SH | $216.38M 9.31% | 12.46M | 0.00 | 0.00 |
MAGNUM ICE CREAM CO NVSOLE | ORD SHS | 10.89M | SH | $189.64M 8.16% | 10.89M | 0.00 | 0.00 |
THERAVANCE BIOPHARMA INCSOLE | COM | 9.21M | SH | $156.61M 6.74% | 9.21M | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 1.74M | SH | $134.34M 5.78% | 1.74M | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM PAR $0.01 | 4.18M | SH | $119.80M 5.16% | 4.18M | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 2.87M | SH | $117.94M 5.08% | 2.87M | 0.00 | 0.00 |
LAKEFRONT BIOTHERAPEUTICS NVSOLE | SPON ADR | 3.45M | SH | $103.37M 4.45% | 3.45M | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 935.22K | SH | $73.89M 3.18% | 935.22K | 0.00 | 0.00 |
OCTAVE INTELLIGENCE PLCSOLE | ORD SHS CL B | 4.22M | SH | $68.83M 2.96% | 4.22M | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 1.04M | SH | $64.43M 2.77% | 1.04M | 0.00 | 0.00 |
STAGWELL INCSOLE | COM CL A | 8.01M | SH | $59.55M 2.56% | 8.01M | 0.00 | 0.00 |
SANMINA CORPSOLE | COM | 188.32K | SH | $47.66M 2.05% | 188.32K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 462.06K | SH | $45.80M 1.97% | 462.06K | 0.00 | 0.00 |
ARRAY DIGITAL INFRASTRUCTURESOLE | COM | 1.11M | SH | $40.23M 1.73% | 1.11M | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 12.37M | SH | $36.75M 1.58% | 12.37M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 9.70K | SH | $22.05M 0.95% | 9.70K | 0.00 | 0.00 |
TURNING PT BRANDS INCSOLE | COM | 247.82K | SH | $21.02M 0.90% | 247.82K | 0.00 | 0.00 |
SINCLAIR INCSOLE | CL A | 1.38M | SH | $19.71M 0.85% | 1.38M | 0.00 | 0.00 |
MAGNERA CORPSOLE | COM SHS | 1.30M | SH | $15.30M 0.66% | 1.30M | 0.00 | 0.00 |
MILLROSE PPRYS INCSOLE | COM CL A | 298.46K | SH | $8.97M 0.39% | 298.46K | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 626.58K | SH | $6.70M 0.29% | 626.58K | 0.00 | 0.00 |
MONRO INCSOLE | COM | 95.97K | SH | $1.64M 0.07% | 95.97K | 0.00 | 0.00 |