EdgeMarket › What Madison Avenue Partners, Lp reported owning
What Madison Avenue Partners, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
27Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SNDK Sandisk Corp | 393.3M | 17.1% | 619.0K | 1,596.08 | +3494.8% |
| GHC Graham Holdings Co | 259.9M | 11.3% | 245.8K | 1,166.93 | +9.3% |
| CPNG Coupang, Inc. | 176.8M | 7.7% | 9.4M | 16.45 | -43.0% |
| MICC Magnum Ice Cream Co N.V. | 171.1M | 7.4% | 11.4M | 19.96 | — |
| MKL MARKEL GROUP INC. | 168.2M | 7.3% | 87.9K | 1,795.62 | -8.9% |
| TBPH Theravance Biopharma, Inc. | 154.4M | 6.7% | 9.5M | 17.01 | +27.0% |
| ICLR ICON PLC | 142.0M | 6.2% | 1.3M | 172.23 | -4.4% |
| INDV Indivior Pharmaceuticals, Inc. | 131.5M | 5.7% | 4.3M | 36.87 | +52.7% |
| SOLV Solventum Corp | 122.5M | 5.3% | 1.9M | 89.57 | +23.0% |
| MOH MOLINA HEALTHCARE, INC. | 84.5M | 3.7% | 633.9K | 200.29 | +15.4% |
| LKFT Lakefront Biotherapeutics NV | 74.0M | 3.2% | 2.5M | 28.80 | -9.3% |
| BTI British American Tobacco p.l.c. | 65.7M | 2.9% | 1.1M | 56.21 | -4.7% |
| GMED GLOBUS MEDICAL INC | 61.8M | 2.7% | 717.5K | 86.91 | +43.1% |
| STGW Stagwell Inc | 50.4M | 2.2% | 8.0M | 8.72 | +59.5% |
| AIV APARTMENT INVESTMENT & MANAGEMENT CO | 50.4M | 2.2% | 12.4M | 2.62 | -65.8% |
| STAA STAAR SURGICAL CO | 45.7M | 2.0% | 2.4M | 23.14 | -17.3% |
| WLY JOHN WILEY & SONS, INC. | 25.8M | 1.1% | 678.4K | 51.58 | +29.3% |
| PRMB Primo Brands Corp | 24.9M | 1.1% | 1.3M | 23.12 | -7.8% |
| TPB Turning Point Brands, Inc. | 21.5M | 0.9% | 247.7K | 83.41 | -14.4% |
| SBGI Sinclair, Inc. | 19.1M | 0.8% | 1.5M | 14.41 | +4.9% |
| DNOW DNOW Inc. | 16.3M | 0.7% | 1.4M | 15.68 | +4.8% |
| MAGN Magnera Corp | 15.1M | 0.7% | 1.6M | 12.34 | -2.5% |
| CBC Central Bancompany, Inc. | 10.7M | 0.5% | 444.9K | 31.96 | — |
| KROS Keros Therapeutics, Inc. | 6.9M | 0.3% | 626.6K | 11.03 | -22.5% |
| PAR PAR TECHNOLOGY CORP | 6.0M | 0.3% | 447.9K | 19.53 | -62.0% |
| FSP FRANKLIN STREET PROPERTIES CORP /MA/ | 717.7K | 0.0% | 1.1M | 0.43 | -73.0% |
| SN SharkNinja, Inc. | 651.5K | 0.0% | 6.2K | 180.76 | +51.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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