account_balance
Investment manager · 13F filer · SEC CIK 1801265
Madison Avenue Partners, LP
Reported value$2.32Bas of Jun 30, 2026
Positions25 7 new, 9 sold out
Top 10 weight77.1%GHC alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GHCGraham Hldgs Co
12.1%
INVHInvitation Homes Inc
10.8%New
MKLMarkel Group Inc
9.4%Added +28%
CPNGCoupang Inc
9.3%Added +33%
MICCMagnum Ice Cream Co NV
8.2%Trimmed −5%
TBPHTheravance Biopharma Inc
6.7%Trimmed −3%
SOLVSolventum Corp
5.8%Trimmed −7%
STAAStaar Surgical Co
5.2%Added +71%
INDVIndivior PLC
5.1%Trimmed −33%
LKFTLakefront Biotherapeutics NV
4.4%Added +40%
GMEDGlobus Med Inc
3.2%Added +30%
OCTVOctave Intelligence PLC
3.0%New
GHCGraham Hldgs Co
12.1%
INVHInvitation Homes Inc
10.8%New
MKLMarkel Group Inc
9.4%Added +28%
CPNGCoupang Inc
9.3%Added +33%
MICCMagnum Ice Cream Co NV
8.2%Trimmed −5%
TBPH6.7%
SOLV5.8%STAA5.2%INDV5.1%LKFT4.4%GMED3.2%OCTVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GHC Graham Hldgs Co 12.1% HeldINVH Invitation Homes Inc 10.8% NewMKL Markel Group Inc 9.4% Added +28%CPNG Coupang Inc 9.3% Added +33%MICC Magnum Ice Cream Co NV 8.2% Trimmed −5%
TBPH Theravance Biopharma Inc 6.7% Trimmed −3%
SOLV Solventum Corp 5.8% Trimmed −7%STAA Staar Surgical Co 5.2% Added +71%INDV Indivior PLC 5.1% Trimmed −33%LKFT Lakefront Biotherapeutics NV 4.4% Added +40%GMED Globus Med Inc 3.2% Added +30%OCTV Octave Intelligence PLC 3.0% NewWhat changed