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Midas Edge

13-F holdings, Q2 2026

Madison Avenue Partners, LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$2.3B
Positions
25
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. GHC$281.2M
    246,368 shares12.1% of the book
  2. INVH$251.8M
    8,335,309 shares10.8% of the book
  3. MKL$219.4M
    112,325 shares9.4% of the book
  4. CPNG$216.4M
    12,457,195 shares9.3% of the book
  5. MICC$189.6M
    10,892,592 shares8.2% of the book
  6. TBPH$156.6M
    9,212,252 shares6.7% of the book
  7. SOLV$134.3M
    1,741,221 shares5.8% of the book
  8. STAA$119.8M
    4,175,748 shares5.2% of the book
  9. INDV$117.9M
    2,874,368 shares5.1% of the book
  10. GLPG$103.4M
    3,447,807 shares4.4% of the book

What changed this quarter

6 new positions and 9 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • INVH

    INVITATION HOMES INC

    +$251.8M

    New

  • CPNG

    COUPANG INC

    +$53.7M

    +33% shares

  • STAA

    STAAR SURGICAL CO

    +$49.8M

    +71% shares

  • MKL

    MARKEL GROUP INC

    +$47.7M

    +27.8% shares

  • SANM

    SANMINA CORP

    +$47.7M

    New

Largest sells

  • SNDK

    SANDISK CORP

    −$1.4B

    -98.4% shares

  • ICLR

    ICON PLC

    −$142M

    Sold out, was 6.2% of the book

  • MOH

    MOLINA HEALTHCARE INC

    −$84.5M

    Sold out, was 3.7% of the book

  • INDV

    INDIVIOR PLC

    −$59.1M

    -33.4% shares

  • WLY

    WILEY JOHN & SONS INC

    −$25.8M

    Sold out, was 1.1% of the book

What was sold out, by size

  • 7 real positions, 0.25% of the book or more
  • 2 small, between 0.015% and 0.25%

Not counted as trades: OCTV (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.