Madison Avenue Partners, LP
Top Portfolio Positions
27 positions ·
$2,314,782,539 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
619,010 | $393,281,813 | 16.99% | |
| GHC |
Graham Holdings Co
Consumer Defensive
|
245,829 | $259,905,168 | 11.23% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
9,363,621 | $176,785,164 | 7.64% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
11,445,529 | $171,110,658 | 7.39% | |
| MKL |
Markel Group Inc.
Financial Services
|
87,889 | $168,225,689 | 7.27% | |
| TBPH |
Theravance Biopharma, Inc.
Healthcare
|
9,511,150 | $154,365,964 | 6.67% | |
| ICLR |
Icon PLC
Healthcare
|
1,282,838 | $141,958,853 | 6.13% | |
| INDV |
Indivior Pharmaceuticals, Inc.
Healthcare
|
4,315,162 | $131,526,137 | 5.68% | |
| SOLV |
Solventum Corp
Healthcare
|
1,875,736 | $122,485,560 | 5.29% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
633,877 | $84,495,804 | 3.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LKFT
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-15 | $105,589,623 | 3,606,203 | Shares | Sole | 2026-06-23 | |
| 2026-03-31 | $73,955,370 | 2,465,179 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,370,626 | 2,213,169 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $76,061,646 | 2,195,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,537,537 | 1,877,011 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||