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Q2 2026 13F · SEC CIK 1801265

Madison Avenue Partners, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$2.3B
Reported positions
25
Top holdings a year, 3 yrs
+61.0%
Assets under management
$3.9B

Madison Avenue Partners, LP is a hedge fund that reported 25 positions worth $2.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Graham Hldgs Co Com Cl B (GHC, 12.1%), Invitation Homes Inc (INVH, 10.8%), Markel Group Inc (MKL, 9.4%). A portfolio copying its top holdings returned 61.0% a year over the last 3 years, against 20.4% for the S&P 500.

Madison Avenue Partners, LP holdings all 25 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Madison Avenue Partners, LP 13F holdings
Stock% of 13F valueShare changeReported value
GHCGraham Hldgs Co Com Cl B12.1%+0.2%$281.2M
INVHInvitation Homes Inc10.8%—$251.8M
MKLMarkel Group Inc9.4%+27.8%$219.4M
CPNGCoupang Inc9.3%+33.0%$216.4M
MICCMagnum Ice Cream8.2%-4.8%$189.6M
TBPHTheravance Biopharma Inc6.7%-3.1%$156.6M
SOLVSolventum Corporation Common S5.8%-7.2%$134.3M
STAAStaar Surgical Co5.2%+71.0%$119.8M
INDVIndivior Pharmaceuticals Inc5.1%-33.4%$117.9M
GLPGFLakefront Biotherapeutics4.5%+39.9%$103.4M
GMEDGlobus Med Inc3.2%+30.3%$73.9M
OCTVVOctave Intelligence PLC3.0%—$68.8M
BTIBritish Amern Tob PLC2.8%-7.2%$64.4M
STGWStagwell Inc2.6%+0.0%$59.5M
SANMSanmina Corp2.1%—$47.7M
PRIMPrimoris Services Corp2.0%—$45.8M
ADArray Digital Infrastructure1.7%—$40.2M
AIVApartment Invt & Mgmt Co1.6%+0.0%$36.8M
SNDKSandisk Corp0.9%-98.4%$22.1M
TPBTurning Pt Brands Inc0.9%+0.0%$21.0M
SBGISinclair Inc0.8%-6.1%$19.7M
MAGNMagnera Corp0.7%-18.1%$15.3M
MRPMillrose Pptys Inc0.4%—$9.0M
KROSKeros Therapeutics Inc0.3%+0.0%$6.7M
MNROMonro Inc0.1%—$1.6M

What Madison Avenue Partners, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+167.8% /yr
S&P 500 +20.1%
3 years
+61.0% /yr
S&P 500 +20.4%
5 years
+36.6% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$2.3B25
Q1 2026$2.3B27
Q4 2025$2.3B23
Q3 2025$1.7B20
Q2 2025$1.5B26
Q1 2025$1.2B22
Q4 2024$944.4M15
Q3 2024$1.1B25
Q2 2024$791.6M20
Q1 2024$619.9M18
Q4 2023$708.3M19
Q3 2023$704.7M20

Questions about Madison Avenue Partners, LP's portfolio

What stocks does Madison Avenue Partners, LP own?

Madison Avenue Partners, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 25 positions worth $2.3B. The largest are Graham Hldgs Co Com Cl B (GHC) at 12.1%, Invitation Homes Inc (INVH) at 10.8%, Markel Group Inc (MKL) at 9.4%, Coupang Inc (CPNG) at 9.3% and Magnum Ice Cream (MICC) at 8.2%.

What did Madison Avenue Partners, LP buy last quarter?

In Q2 2026, Madison Avenue Partners, LP added a new position in Invitation Homes Inc (INVH), a new position in Octave Intelligence PLC (OCTVV), a new position in Sanmina Corp (SANM), a new position in Primoris Services Corp (PRIM), a new position in Array Digital Infrastructure (AD), Staar Surgical Co (STAA) (+71.0% shares), Lakefront Biotherapeutics (GLPGF) (+39.9% shares) and Coupang Inc (CPNG) (+33.0% shares), compared with its Q1 2026 filing.

What did Madison Avenue Partners, LP sell last quarter?

In Q2 2026, Madison Avenue Partners, LP sold all of Icon Plc (ICLR), sold all of Molina Healthcare Inc (MOH), sold all of Wiley John & Sons Inc (WLY), sold all of Primo Brands Corporation Class A Com Shs (PRMB), sold all of Dnow Inc (DNOW) (DNOW), Sandisk Corp (SNDK) (-98.4% shares), Indivior Pharmaceuticals Inc (INDV) (-33.4% shares) and Magnera Corp (MAGN) (-18.1% shares), compared with its Q1 2026 filing.

How has Madison Avenue Partners, LP's portfolio performed?

A portfolio copying Madison Avenue Partners, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +61.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +167.8% against +20.1%. Over 5 years: +36.6% a year against +11.6%.

When is Madison Avenue Partners, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Madison Avenue Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Madison Avenue Partners, LP manage?

Madison Avenue Partners, LP reported $3.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.