Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Madison Avenue Partners, LP (CIK 1801265) reported $2.30B across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNDK ($393.3M, 17.10%), GHC ($259.9M, 11.30%), CPNG ($176.8M, 7.69%), ($171.1M, 7.44%), MKL ($168.2M, 7.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $393.3M | 17.10% | 619,010 | Trimmed |
| 2 | GHC | GRAHAM HLDGS CO | $259.9M | 11.30% | 245,829 | Hold |
| 3 | CPNG | COUPANG INC | $176.8M | 7.69% | 9.4M | New |
| 4 | MAGNUM ICE CREAM CO NV | $171.1M | 7.44% | 11.4M | Added | |
| 5 | MKL | MARKEL GROUP INC | $168.2M | 7.32% | 87,889 | Hold |
| 6 | TBPH | THERAVANCE BIOPHARMA INC | $154.4M | 6.71% | 9.5M | Hold |
| 7 | ICLR | ICON PLC | $142.0M | 6.17% | 1.3M | New |
| 8 | INDIVIOR PLC | $131.5M | 5.72% | 4.3M | Trimmed | |
| 9 | SOLV | SOLVENTUM CORP | $122.5M | 5.33% | 1.9M | Trimmed |
| 10 | MOH | MOLINA HEALTHCARE INC | $84.5M | 3.67% | 633,877 | Hold |
| 11 | GLPG | GALAPAGOS NV | $74.0M | 3.22% | 2.5M | Added |
| 12 | BTI | BRITISH AMERN TOB PLC | $65.7M | 2.86% | 1.1M | Trimmed |
| 13 | GMED | GLOBUS MED INC | $61.8M | 2.69% | 717,476 | Trimmed |
| 14 | STGW | STAGWELL INC | $50.4M | 2.19% | 8.0M | Hold |
| 15 | AIV | APARTMENT INVT & MGMT CO | $50.4M | 2.19% | 12.4M | New |
| 16 | STAA | STAAR SURGICAL CO | $45.7M | 1.99% | 2.4M | New |
| 17 | WLY | WILEY JOHN & SONS INC | $25.8M | 1.12% | 678,417 | Trimmed |
| 18 | PRMB | PRIMO BRANDS CORPORATION | $24.9M | 1.08% | 1.3M | New |
| 19 | TPB | TURNING PT BRANDS INC | $21.5M | 0.93% | 247,723 | Hold |
| 20 | SBGI | SINCLAIR INC | $19.1M | 0.83% | 1.5M | Added |
| 21 | DNOW | DNOW INC | $16.3M | 0.71% | 1.4M | New |
| 22 | MAGN | MAGNERA CORP | $15.1M | 0.66% | 1.6M | Trimmed |
| 23 | CBCY | CENTRAL BANCOMPANY | $10.7M | 0.46% | 444,933 | Trimmed |
| 24 | KROS | KEROS THERAPEUTICS INC | $6.9M | 0.30% | 626,583 | Trimmed |
| 25 | PAR | PAR TECHNOLOGY CORP | $6.0M | 0.26% | 447,878 | New |
Source: SEC Form 13F filings · as of 2026-03-31