Madison Avenue Partners
$2.3B Assets Reported
30 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNDK | SANDISK CORP | 619,010 | $393M | 17.1% |
| GHC | GRAHAM HLDGS CO | 245,829 | $260M | 11.3% |
| CPNG | COUPANG INC | 9,363,621 | $177M | 7.7% |
| MICC | MAGNUM ICE CREAM CO NV | 11,445,529 | $171M | 7.4% |
| MKL | MARKEL GROUP INC | 87,889 | $168M | 7.3% |
| TBPH | THERAVANCE BIOPHARMA INC | 9,511,150 | $154M | 6.7% |
| ICLR | ICON PLC | 1,282,838 | $142M | 6.2% |
| INDV | INDIVIOR PLC | 4,315,162 | $132M | 5.7% |
| SOLV | SOLVENTUM CORP | 1,875,736 | $122M | 5.3% |
| MOH | MOLINA HEALTHCARE INC | 633,877 | $84M | 3.7% |
Track Madison Avenue Partners's 13F portfolio: $2.3B in reported holdings, 30 positions. Top holdings, AUM, and quarterly changes on SentiSense.