Madison Avenue Partners, LP
13F filer · CIK 1801265 · New York, NY
Summary
Madison Avenue Partners, LP reported $2.32B across 25 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are GHC (12.1%), INVH (10.8%), MKL (9.4%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 7, trimmed 8 and sold out of 9.
Reported value$2.32B
Positions25
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added7
Trimmed8
Sold out9
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.1%Value $281.21MPrice $1140Shares 246K +0.22%Since Jun 30 -0.12%
Weight 10.8%Value $251.81MPrice $26.54Shares 8.34MSince Jun 30 -12.15%
Weight 9.4%Value $219.37MPrice $1740Shares 112K +27.80%Since Jun 30 -10.89%
Weight 9.3%Value $216.38MPrice $13.75Shares 12.46M +33.04%Since Jun 30 -20.84%
Weight 8.2%Value $189.64MPrice $18.80Shares 10.89M -4.83%Since Jun 30 +7.98%
Weight 6.7%Value $156.61MPrice $17.03Shares 9.21M -3.14%Since Jun 30 +0.18%
Weight 5.8%Value $134.34MPrice $89.54Shares 1.74M -7.17%Since Jun 30 +16.06%
Weight 5.2%Value $119.80MPrice $20.87Shares 4.18M +71.02%Since Jun 30 -27.26%
Weight 5.1%Value $117.94MPrice $36.88Shares 2.87M -33.39%Since Jun 30 -10.11%
Weight 4.4%Value $103.37MPrice $29.84Shares 3.45M +39.86%Since Jun 30 -0.47%
Weight 3.2%Value $73.89MPrice $74.78Shares 935K +30.35%Since Jun 30 -5.35%
OCTAVE INTELLIGENCE PLCNo ticker matchNew
Weight 3.0%Value $68.83MShares 4.22M
Weight 2.8%Value $64.43MPrice $54.85Shares 1.04M -7.16%Since Jun 30 -11.19%
Weight 2.6%Value $59.55MPrice $8.22Shares 8.01MSince Jun 30 +10.63%
Weight 2.1%Value $47.66MPrice $220.06Shares 188KSince Jun 30 -13.05%
Weight 2.0%Value $45.80MPrice $71.12Shares 462KSince Jun 30 -28.25%
Weight 1.7%Value $40.23MPrice $33.81Shares 1.11MSince Jun 30 -6.76%
Weight 1.6%Value $36.75MPrice $2.06Shares 12.37MSince Jun 30 -30.64%
Weight 0.9%Value $22.05MPrice $1713Shares 9,698 -98.43%Since Jun 30 -24.67%
Weight 0.9%Value $21.02MPrice $60.38Shares 248K +0.04%Since Jun 30 -28.81%
Weight 0.8%Value $19.71MPrice $12.81Shares 1.38M -6.11%Since Jun 30 -10.11%
Weight 0.7%Value $15.30MPrice $11.91Shares 1.30M -18.14%Since Jun 30 +1.36%
Weight 0.4%Value $8.97MPrice $26.34Shares 298KSince Jun 30 -12.35%
Weight 0.3%Value $6.70MPrice $11.28Shares 627KSince Jun 30 +5.42%
Weight 0.1%Value $1.64MPrice $13.40Shares 96KSince Jun 30 -21.68%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.1% | $281.21M | -0.12% | +0.22% | Add | |
| 10.8% | $251.81M | -12.15% | — | New | |
| 9.4% | $219.37M | -10.89% | +27.80% | Add | |
| 9.3% | $216.38M | -20.84% | +33.04% | Add | |
| 8.2% | $189.64M | +7.98% | -4.83% | Trim | |
| 6.7% | $156.61M | +0.18% | -3.14% | Trim | |
| 5.8% | $134.34M | +16.06% | -7.17% | Trim | |
| 5.2% | $119.80M | -27.26% | +71.02% | Add | |
| 5.1% | $117.94M | -10.11% | -33.39% | Trim | |
| 4.4% | $103.37M | -0.47% | +39.86% | Add | |
| 3.2% | $73.89M | -5.35% | +30.35% | Add | |
| OCTAVE INTELLIGENCE PLCNo ticker match | 3.0% | $68.83M | — | — | New |
| 2.8% | $64.43M | -11.19% | -7.16% | Trim | |
| 2.6% | $59.55M | +10.63% | — | Hold | |
| 2.1% | $47.66M | -13.05% | — | New | |
| 2.0% | $45.80M | -28.25% | — | New | |
| 1.7% | $40.23M | -6.76% | — | New | |
| 1.6% | $36.75M | -30.64% | — | Hold | |
| 0.9% | $22.05M | -24.67% | -98.43% | Trim | |
| 0.9% | $21.02M | -28.81% | +0.04% | Add | |
| 0.8% | $19.71M | -10.11% | -6.11% | Trim | |
| 0.7% | $15.30M | +1.36% | -18.14% | Trim | |
| 0.4% | $8.97M | -12.35% | — | New | |
| 0.3% | $6.70M | +5.42% | — | Hold | |
| 0.1% | $1.64M | -21.68% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
OCTAVE INTELLIGENCE PLCNo ticker match≈ $68.83MNew
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.