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MADISON AVENUE PARTNERS, LP 13F portfolio summary

MADISON AVENUE PARTNERS, LP of MADISON AVENUE PARTNERS, LP has 25 current stock holdings with a reported portfolio value of $2.32B. The portfolio 1 year return is +176.63%. Top holdings include GHC (12.11%), INVH (10.84%), MKL (9.44%), CPNG (9.31%), MICC (8.16%).

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MADISON AVENUE PARTNERS, LP

MADISON AVENUE PARTNERS, LP
Latest filing: 2026-06-30

MADISON AVENUE PARTNERS, LP runs MADISON AVENUE PARTNERS, LP and currently holds 25 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.32B. Their top holdings are GHC, INVH, MKL, CPNG, MICC. The top five represent 49.9% of reported portfolio weight. MADISON AVENUE PARTNERS, LP ranks #22 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MADISON AVENUE PARTNERS, LP initiated 6 new positions. They added to 7 existing positions. They trimmed 8 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
GHC12.1%
INVH10.8%
MKL9.4%
CPNG9.3%
MICC8.2%
Top 5: 49.9%
Portfolio Returns
1 Year
+176.63%
#20/1000
3 Year
+328.26%
#27/1000
5 Year
+362.47%
#23/1000

Portfolio Value

$2.32B

Alpha Score

283.8

#22 of 1000

Holdings

25

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25 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
GHC
GRAHAM HLDGS CO
12.11%$558.57$1,168.62+109.22%
Added
+0.22%
INVH
INVITATION HOMES INC
10.84%$30.21$30.11-0.35%
New Buy
MKL
MARKEL GROUP INC
9.44%$1,896.68$1,795.90-5.31%
Added
+27.80%
CPNG
COUPANG INC
9.31%$18.51$16.45-11.13%
Added
+33.04%
MICC
MAGNUM ICE CREAM CO NV
8.16%$15.46$19.96+29.11%
Trimmed
-4.83%
TBPH
THERAVANCE BIOPHARMA INC
6.74%$8.42$17.01+102.02%
Trimmed
-3.14%
SOLV
SOLVENTUM CORP
5.78%$53.79$89.54+66.46%
Trimmed
-7.17%
STAA
STAAR SURGICAL CO
5.16%$22.85$23.14+1.27%
Added
+71.02%
INDV
INDIVIOR PLC
5.08%$35.88$36.87+2.76%
Trimmed
-33.39%
GLPG
LAKEFRONT BIOTHERAPEUTICS NV
4.45%$29.34$27.98-4.64%
Added
+39.86%

Showing 1-10 of 25