Madison Avenue Partners
Madison Avenue Partners reported 25 stocks worth $2.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GHC (12.1%), INVH (10.8%) and MKL (9.4%). Compared with Q1 2026, the fund opened new positions in INVH, OCTV and SANM, added to GHC, MKL and CPNG, trimmed MICC, SOLV and INDV and sold out of ICLR, MOH and WLY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GHC Graham Hldgs Co | $281M | 12.1% | 246K | +539 (+0%) | 8 of 8 | |
| 2 |  INVH Invitation Homes Inc | $252M | 10.8% | 8.3M | New position | 1 of 8 | |
| 3 |  MKL Markel Group Inc | $219M | 9.4% | 112K | +24K (+28%) | 6 of 8 | |
| 4 |  CPNG Coupang Inc | $216M | 9.3% | 12.5M | +3.1M (+33%) | 2 of 8 | |
| 5 |  MICC Magnum Ice Cream Co NV | $190M | 8.2% | 10.9M | −553K (−5%) | 3 of 8 | |
| 6 | THERAVANCE BIOPHARMA INC | $157M | 6.7% | 9.2M | −299K (−3%) | 8 of 8 | |
| 7 |  SOLV Solventum Corp | $134M | 5.8% | 1.7M | −135K (−7%) | 8 of 8 | |
| 8 |  STAA Staar Surgical Co | $120M | 5.2% | 4.2M | +1.7M (+71%) | 2 of 8 | |
| 9 |  INDV Indivior PLC | $118M | 5.1% | 2.9M | −1.4M (−33%) | 3 of 8 | |
| 10 |  LKFT Galapagos NV | $103M | 4.5% | 3.4M | +983K (+40%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ICLR Icon PLC | $142M | 1.3M |
 MOH Molina Healthcare Inc | $84.5M | 634K |
 WLY WILEY JOHN & SONS INC | $25.8M | 678K |
 PRMB Primo Brands Corporation | $24.9M | 1.3M |
 DNOW Dnow Inc | $16.3M | 1.4M |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Madison Avenue Partners 13F FAQ
What does Madison Avenue Partners own?
Madison Avenue Partners reported 25 stocks worth $2.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GHC (12.1%), INVH (10.8%) and MKL (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Madison Avenue Partners buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 6 added to, 8 trimmed and 9 sold out. New positions include INVH, OCTV and SANM. It sold all of ICLR, MOH and WLY.
When will Madison Avenue Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Madison Avenue Partners's portfolio worth?
The Q2 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.