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Latest Madison Avenue Partners, LP Stock Portfolio

$2.30Billion | No. of Holdings #27

Madison Avenue Partners, LP Performance

2026 Q1+9.39%
YTD+9.39%
2025+49.05%

About Madison Avenue Partners, LP and 13F Hedge Fund Stock Holdings

Madison Avenue Partners, LP is a hedge fund based in New York, NY. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Madison Avenue Partners, LP reported an equity portfolio of $2.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Madison Avenue Partners, LP are , GHC, CPNG. The fund has invested 17.1% of it's portfolio in SANDISK CORP and 11.3% of portfolio in GRAHAM HLDGS CO. <br><br> The fund managers got completely rid off SOLSTICE ADVANCED MATLS INC, UNIFIRST CORP MASS (UNF) and WORKIVA INC (WK) stocks. They significantly reduced their stock positions in GLOBUS MED INC (GMED), SANDISK CORP and FRANKLIN STR PPTYS CORP (FSP). Madison Avenue Partners, LP opened new stock positions in COUPANG INC (CPNG), ICON PLC (ICLR) and APARTMENT INVT & MGMT CO (AIV). The fund showed a lot of confidence in some stocks as they added substantially to MAGNUM ICE CREAM CO NV, SINCLAIR INC (SBGI) and GALAPAGOS NV (GLPG).
Madison Avenue Partners, LP Equity Portfolio Value
Last Reported on: 15 May, 2026
$2.30Billion
  as of May 15, 2026

Madison Avenue Partners, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Madison Avenue Partners, LP made a return of 9.39% in the last quarter. In trailing 12 months, it's portfolio return was 59.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
coupang inc176,785,000
icon plc141,959,000
apartment invt & mgmt co50,366,200
staar surgical co45,659,400
primo brands corporation24,892,200
dnow inc16,257,900
par technology corp5,970,210
New stocks bought by Madison Avenue Partners, LP

Additions

Ticker% Inc.
magnum ice cream co nv78.02
sinclair inc61.98
galapagos nv11.39
Additions to existing portfolio by Madison Avenue Partners, LP

Reductions

Ticker% Reduced
globus med inc-72.66
sandisk corp-56.84
central bancompany-55.23
franklin str pptys corp-52.07
wiley john & sons inc-40.87
indivior plc-31.29
keros therapeutics inc-23.93
magnera corp-10.67
Madison Avenue Partners, LP reduced stake in above stock

Sold off

Ticker$ Sold
solstice advanced matls inc-135,172,000
unifirst corp mass-58,611,500
workiva inc-5,170,340
Madison Avenue Partners, LP got rid off the above stocks

Sector Distribution

Madison Avenue Partners, LP has about 50.1% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Real Estate
Sector%
Others50.1
Healthcare15.4
Consumer Defensive12.2
Consumer Cyclical7.7
Financial Services7.3
Communication Services4.1
Real Estate2.2

Market Cap. Distribution

Madison Avenue Partners, LP has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED50.1
LARGE-CAP17.7
SMALL-CAP16.3
MID-CAP15.9

Stocks belong to which Index?

About 32.2% of the stocks held by Madison Avenue Partners, LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others67.8
RUSSELL 200028.5
S&P 5003.7
Top 5 Winners (%)%
sandisk corp
120.0 %
STGW
stagwell inc
28.6 %
WLY
wiley john & sons inc
19.4 %
BTI
british amern tob plc
3.1 %
Top 5 Winners ($)$
sandisk corp
408.5 M
STGW
stagwell inc
11.2 M
WLY
wiley john & sons inc
6.8 M
BTI
british amern tob plc
2.2 M
Top 5 Losers (%)%
KROS
keros therapeutics inc
-40.3 %
magnera corp
-35.2 %
MOH
molina healthcare inc
-23.2 %
FSP
franklin str pptys corp
-22.0 %
TPB
turning pt brands inc
-19.9 %
Top 5 Losers ($)$
indivior plc
-28.6 M
solventum corp
-26.9 M
MOH
molina healthcare inc
-25.5 M
TBPH
theravance biopharma inc
-23.6 M
MKL
markel group inc
-20.7 M

Madison Avenue Partners, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Madison Avenue Partners, LP

Madison Avenue Partners, LP has 27 stocks in it's portfolio. About 78.5% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. was the most profitable stock for Madison Avenue Partners, LP last quarter.

$2.30BTotal Value
30.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Madison Avenue Partners, LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BTI
British Amern Tob Plc

British Amern Tob Plc

BTI
Madison Avenue Partners, LP's holding in British Amern Tob Plc over time
2.86%1,123,770
$65.71M
2.86%
decreased 8.17 percentreduced
GLPG
Galapagos Nv

Galapagos Nv

GLPG
Madison Avenue Partners, LP's holding in Galapagos Nv over time
3.22%2,465,180
$73.96M
3.22%
increased 11.39 percentadded
ICLR
Icon Plc

Icon Plc

ICLR
Madison Avenue Partners, LP's holding in Icon Plc over time
6.17%1,282,840
$141.96M
6.17%
new position