Madison Avenue Partners, LP

Est. AUM

$2.30B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SANDISK CORP	COM	$393.3M	619010	17.10%	SOLE
2	GRAHAM HLDGS CO	COM CL B	$259.9M	245829	11.30%	SOLE
3	COUPANG INC	CL A	$176.8M	9363621	7.69%	SOLE
4	MAGNUM ICE CREAM CO NV	ORD SHS	$171.1M	11445529	7.44%	SOLE
5	MARKEL GROUP INC	COM	$168.2M	87889	7.32%	SOLE
6	THERAVANCE BIOPHARMA INC	COM	$154.4M	9511150	6.71%	SOLE
7	ICON PLC	SHS	$142.0M	1282838	6.17%	SOLE
8	INDIVIOR PLC	ORD	$131.5M	4315162	5.72%	SOLE
9	SOLVENTUM CORP	COM SHS	$122.5M	1875736	5.33%	SOLE
10	MOLINA HEALTHCARE INC	COM	$84.5M	633877	3.67%	SOLE
11	GALAPAGOS NV	SPON ADR	$74.0M	2465179	3.22%	SOLE
12	BRITISH AMERN TOB PLC	SPONSORED ADR	$65.7M	1123767	2.86%	SOLE
13	GLOBUS MED INC	CL A	$61.8M	717476	2.69%	SOLE
14	STAGWELL INC	COM CL A	$50.4M	8014322	2.19%	SOLE
15	APARTMENT INVT & MGMT CO	CL A	$50.4M	12374991	2.19%	SOLE
16	STAAR SURGICAL CO	COM PAR $0.01	$45.7M	2441678	1.99%	SOLE
17	WILEY JOHN & SONS INC	CL A	$25.8M	678417	1.12%	SOLE
18	PRIMO BRANDS CORPORATION	CLASS A COM SHS	$24.9M	1321942	1.08%	SOLE
19	TURNING PT BRANDS INC	COM	$21.5M	247723	0.93%	SOLE
20	SINCLAIR INC	CL A	$19.1M	1473484	0.83%	SOLE
21	DNOW INC	COM	$16.3M	1365067	0.71%	SOLE
22	MAGNERA CORP	COM SHS	$15.1M	1590616	0.66%	SOLE
23	CENTRAL BANCOMPANY	COM CL A	$10.7M	444933	0.46%	SOLE
24	KEROS THERAPEUTICS INC	COM	$6.9M	626583	0.30%	SOLE
25	PAR TECHNOLOGY CORP	COM	$6.0M	447878	0.26%	SOLE
26	FRANKLIN STR PPTYS CORP	COM	$718K	1080132	0.03%	SOLE
27	SHARKNINJA INC	COM SHS	$651K	6152	0.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.