Madison Avenue Partners, LP: 13F holdings
CIK 18012652026Q2
| Positions | 25 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 25 (-2 vs prior quarter) |
|---|
| Reported value | $2.3bn (+1.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GHC GRAHAM HLDGS CO | 246,368 | $281.2m | 12.1% |
| INVH INVITATION HOMES INC | 8,335,309 | $251.8m | 10.8% |
| MKL MARKEL GROUP INC | 112,325 | $219.4m | 9.4% |
| CPNG COUPANG INC | 12,457,195 | $216.4m | 9.3% |
| MAGNUM ICE CREAM CO NV | 10,892,592 | $189.6m | 8.2% |
| THERAVANCE BIOPHARMA INC | 9,212,252 | $156.6m | 6.7% |
| SOLV SOLVENTUM CORP | 1,741,221 | $134.3m | 5.8% |
| STAA STAAR SURGICAL CO | 4,175,748 | $119.8m | 5.2% |
| INDV INDIVIOR PLC | 2,874,368 | $117.9m | 5.1% |
| LKFT LAKEFRONT BIOTHERAPEUTICS NV | 3,447,807 | $103.4m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801265")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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