Madison Avenue International LP
Madison Avenue International LP, managed by Eli Samaha, reported 25 positions worth $2.32B in its 2026 Q2 13F filing: 7 new and 9 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +222.8% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +2.4% | +11.4% |
| 2025 Q3 | +29.8% | +7.6% |
| 2025 Q4 | +27.3% | +3.1% |
| 2026 Q1 | +21.6% | -5.8% |
| 2026 Q2 | +57.0% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| GHC | GRAHAM HLDGS CO | $281.21M | 12.10% | +0.2% |
| INVH | INVITATION HOMES INC | $251.81M | 10.80% | NEW |
| MKL | MARKEL GROUP INC | $219.37M | 9.40% | +27.8% |
| CPNG | COUPANG INC | $216.38M | 9.30% | +33% |
| MICC | MAGNUM ICE CREAM CO NV | $189.64M | 8.20% | -4.8% |
| TBPH | THERAVANCE BIOPHARMA INC | $156.61M | 6.70% | -3.1% |
| SOLV | SOLVENTUM CORP | $134.34M | 5.80% | -7.2% |
| STAA | STAAR SURGICAL CO | $119.80M | 5.20% | +71% |
| INDV | INDIVIOR PLC | $117.94M | 5.10% | -33.4% |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $103.37M | 4.40% | +39.9% |
| GMED | GLOBUS MED INC | $73.89M | 3.20% | +30.3% |
| OCTV | OCTAVE INTELLIGENCE PLC | $68.83M | 3.00% | NEW |
| BTI | BRITISH AMERN TOB PLC | $64.43M | 2.80% | -7.2% |
| STGW | STAGWELL INC | $59.55M | 2.60% | NO CHANGE |
| SANM | SANMINA CORP | $47.66M | 2.10% | NEW |
| PRIM | PRIMORIS SVCS CORP | $45.80M | 2.00% | NEW |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $40.23M | 1.70% | NEW |
| AIV | APARTMENT INVT & MGMT CO | $36.75M | 1.60% | NO CHANGE |
| SNDK | SANDISK CORP | $22.05M | 0.95% | -98.4% |
| TPB | TURNING PT BRANDS INC | $21.02M | 0.90% | +0% |
| SBGI | SINCLAIR INC | $19.71M | 0.85% | -6.1% |
| MAGN | MAGNERA CORP | $15.30M | 0.66% | -18.1% |
| MRP | MILLROSE PPRYS INC | $8.97M | 0.39% | NEW |
| KROS | KEROS THERAPEUTICS INC | $6.70M | 0.29% | NO CHANGE |
| MNRO | MONRO INC | $1.64M | 0.07% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.