Madison Avenue Partners, LP
Madison Avenue Partners, LP reported 25 positions worth $2.32B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GHC (12.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GHC | SH | $281.2M | 12.11% | 246,368 | — | — | |
| ▸ 2 | INVH | SH | $251.8M | 10.84% | 8,335,309 | — | — | |
| ▸ 3 | MKL | SH | $219.4M | 9.44% | 112,325 | — | — | |
| ▸ 4 | CPNG | SH | $216.4M | 9.31% | 12,457,195 | — | — | |
| ▸ 5 | MICC | SH | $189.6M | 8.16% | 10,892,592 | — | — | |
| ▸ 6 | TBPH | SH | $156.6M | 6.74% | 9,212,252 | — | — | |
| ▸ 7 | SOLV | SH | $134.3M | 5.78% | 1,741,221 | — | — | |
| ▸ 8 | STAA | SH | $119.8M | 5.16% | 4,175,748 | — | — | |
| ▸ 9 | INDV | SH | $117.9M | 5.08% | 2,874,368 | — | — | |
| ▸ 10 | LKFT | SH | $103.4M | 4.45% | 3,447,807 | — | — |
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Frequently Asked Questions
What stocks does Madison Avenue Partners, LP hold as of Q2 2026?
Madison Avenue Partners, LP reported 25 positions worth $2.32B in its Q2 2026 13F filing. Largest positions: GHC (12.1%), INVH (10.8%), MKL (9.4%), CPNG (9.3%) and MICC (8.2%).
What did Madison Avenue Partners, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Madison Avenue Partners, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.