Holdings of Madison Avenue Partners, LP
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 84 % of the equity sleeve
Sector breakdown
- Consumer staples 3.6 %
- Unattributed 96.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 92.4 %
- BE 4.0 %
- GB 3.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 21 | 1.7B $ | 92.37 % |
| 2 | BE | 1 | 74M $ | 4.04 % |
| 3 | GB | 1 | 65.7M $ | 3.59 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Sandisk Corp/DE | 619,010 | 393.3M $ | |
| 2 | Graham Holdings Co | 245,829 | 259.9M $ | |
| 3 | Coupang Inc | 9,363,621 | 176.8M $ | |
| 4 | Markel Group Inc | 87,889 | 168.2M $ | |
| 5 | Indivior Pharmaceuticals Inc | 4,315,162 | 131.5M $ | |
| 6 | Solventum Corp | 1,875,736 | 122.5M $ | |
| 7 | Molina Healthcare Inc | 633,877 | 84.5M $ | |
| 8 | Galapagos NV | 2,465,179 | 74M $ | |
| 9 | British American Tobacco PLC | 1,123,767 | 65.7M $ | |
| 10 | Globus Medical Inc | 717,476 | 61.8M $ | |
| 11 | Stagwell Inc | 8,014,322 | 50.4M $ | |
| 12 | Apartment Investment and Management Co | 12,374,991 | 50.4M $ | |
| 13 | STAAR Surgical Co | 2,441,678 | 45.7M $ | |
| 14 | John Wiley & Sons Inc | 678,417 | 25.8M $ | |
| 15 | Primo Brands Corp | 1,321,942 | 24.9M $ | |
| 16 | Turning Point Brands Inc | 247,723 | 21.5M $ | |
| 17 | Sinclair Inc | 1,473,484 | 19.1M $ | |
| 18 | DNOW Inc | 1,365,067 | 16.3M $ | |
| 19 | Magnera Corp | 1,590,616 | 15.1M $ | |
| 20 | Central BanCo Inc | 444,933 | 10.7M $ | |
| 21 | Keros Therapeutics Inc | 626,583 | 6.9M $ | |
| 22 | PAR Technology Corp | 447,878 | 6M $ | |
| 23 | Franklin Street Properties Corp | 1,080,132 | 717.7K $ |