Madison Avenue Partners, LP
Top Portfolio Positions
27 positions ·
$2,299,655,781 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
619,010 | $393,281,813 | 17.10% | |
| GHC |
Graham Holdings Co
Consumer Defensive
|
245,829 | $259,905,168 | 11.30% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
9,363,621 | $176,785,164 | 7.69% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
11,445,529 | $171,110,658 | 7.44% | |
| MKL |
Markel Group Inc.
Financial Services
|
87,889 | $168,225,689 | 7.32% | |
| TBPH |
Theravance Biopharma, Inc.
Healthcare
|
9,511,150 | $154,365,964 | 6.71% | |
| ICLR |
Icon PLC
Healthcare
|
1,282,838 | $141,958,853 | 6.17% | |
| INDV |
Indivior Pharmaceuticals, Inc.
Healthcare
|
4,315,162 | $131,526,137 | 5.72% | |
| SOLV |
Solventum Corp
Healthcare
|
1,875,736 | $122,485,560 | 5.33% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
633,877 | $84,495,804 | 3.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FSP
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,887 | 1,080,132 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,140,719 | 2,253,389 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,128,571 | 2,580,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,231,785 | 2,580,357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,865,484 | 2,733,418 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $5,825,854 | 3,291,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,035,907 | 3,291,443 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,471,575 | 3,291,443 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,426,094 | 3,291,443 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $6,089,169 | 3,291,443 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,903,846 | 2,002,653 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,919,120 | 5,044,026 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,770,190 | 5,044,026 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,834,484 | 1,457,979 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||