# Madison Avenue Partners, LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1801265.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.32bn
- Positions: 25 (25 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1801265/000180126526000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [GRAHAM HLDGS CO (GHC)](/companies/ghc.md) | COM CL B | $281.2m | 12.1% | 246,368 |  | Added +539 |
| [INVITATION HOMES INC (INVH)](/companies/invh.md) | COM | $251.8m | 10.8% | 8,335,309 |  | New +8,335,309 |
| [MARKEL GROUP INC (MKL)](/companies/mkl.md) | COM | $219.4m | 9.4% | 112,325 |  | Added +24,436 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $216.4m | 9.3% | 12,457,195 |  | Added +3,093,574 |
| MAGNUM ICE CREAM CO NV | ORD SHS | $189.6m | 8.2% | 10,892,592 |  | Reduced −552,937 |
| THERAVANCE BIOPHARMA INC | COM | $156.6m | 6.7% | 9,212,252 |  | Reduced −298,898 |
| [SOLVENTUM CORP (SOLV)](/companies/solv.md) | COM SHS | $134.3m | 5.8% | 1,741,221 |  | Reduced −134,515 |
| [STAAR SURGICAL CO (STAA)](/companies/staa.md) | COM PAR $0.01 | $119.8m | 5.2% | 4,175,748 |  | Added +1,734,070 |
| [INDIVIOR PLC (INDV)](/companies/indv.md) | ORD | $117.9m | 5.1% | 2,874,368 |  | Reduced −1,440,794 |
| [LAKEFRONT BIOTHERAPEUTICS NV (LKFT)](/companies/lkft.md) | SPON ADR | $103.4m | 4.4% | 3,447,807 |  | Added +982,628 |
| [GLOBUS MED INC (GMED)](/companies/gmed.md) | CL A | $73.9m | 3.2% | 935,216 |  | Added +217,740 |
| OCTAVE INTELLIGENCE PLC | ORD SHS CL B | $68.8m | 3.0% | 4,222,663 |  | New +4,222,663 |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $64.4m | 2.8% | 1,043,302 |  | Reduced −80,465 |
| [STAGWELL INC (STGW)](/companies/stgw.md) | COM CL A | $59.5m | 2.6% | 8,014,322 |  | Unchanged |
| [SANMINA CORP (SANM)](/companies/sanm.md) | COM | $47.7m | 2.1% | 188,322 |  | New +188,322 |
| [PRIMORIS SVCS CORP (PRIM)](/companies/prim.md) | COM | $45.8m | 2.0% | 462,058 |  | New +462,058 |
| [ARRAY DIGITAL INFRASTRUCTURE (AD)](/companies/ad.md) | COM | $40.2m | 1.7% | 1,109,463 |  | New +1,109,463 |
| [APARTMENT INVT & MGMT CO (AIV)](/companies/aiv.md) | CL A | $36.8m | 1.6% | 12,374,991 |  | Unchanged |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $22.1m | 0.9% | 9,698 |  | Reduced −609,312 |
| [TURNING PT BRANDS INC (TPB)](/companies/tpb.md) | COM | $21.0m | 0.9% | 247,823 |  | Added +100 |
| [SINCLAIR INC (SBGI)](/companies/sbgi.md) | CL A | $19.7m | 0.8% | 1,383,470 |  | Reduced −90,014 |
| [MAGNERA CORP (MAGN)](/companies/magn.md) | COM SHS | $15.3m | 0.7% | 1,302,066 |  | Reduced −288,550 |
| [MILLROSE PPRYS INC (MRP)](/companies/mrp.md) | COM CL A | $9.0m | 0.4% | 298,461 |  | New +298,461 |
| [KEROS THERAPEUTICS INC (KROS)](/companies/kros.md) | COM | $6.7m | 0.3% | 626,583 |  | Unchanged |
| [MONRO INC (MNRO)](/companies/mnro.md) | COM | $1.6m | <0.1% | 95,966 |  | New +95,966 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CENTRAL BANCOMPANY (CBC)](/companies/cbc.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −444,933 |
| [DNOW INC (DNOW)](/companies/dnow.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,365,067 |
| [FRANKLIN STR PPTYS CORP (FSP)](/companies/fsp.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,080,132 |
| ICON PLC | SHS | $0 | 0.0% | 0 |  | Sold out −1,282,838 |
| [MOLINA HEALTHCARE INC (MOH)](/companies/moh.md) | COM | $0 | 0.0% | 0 |  | Sold out −633,877 |
| [PAR TECHNOLOGY CORP (PAR)](/companies/par.md) | COM | $0 | 0.0% | 0 |  | Sold out −447,878 |
| [PRIMO BRANDS CORPORATION (PRMB)](/companies/prmb.md) | CLASS A COM SHS | $0 | 0.0% | 0 |  | Sold out −1,321,942 |
| SHARKNINJA INC | COM SHS | $0 | 0.0% | 0 |  | Sold out −6,152 |
| [WILEY JOHN & SONS INC (WLY)](/companies/wly.md) | CL A | $0 | 0.0% | 0 |  | Sold out −678,417 |

Source: SEC EDGAR, Form 13F-HR, accession 0001801265-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.