13F portfolio / Investment manager
Madison Avenue Partners
Eli Samaha (managing partner)
The firm is based in New York, NY, according to its SEC filings.
Its earliest 13F holdings report on SEC EDGAR was filed in February 2020.
SEC Form ADV lists Eli J. Samaha as managing partner and as owning 75% or more of the firm.
The 13F shows long US-listed stock and option positions only. It leaves out short positions, cash, bonds and most non-US holdings.
- Reported 13F value
- $2.3B
- Positions
- 25
- Est. 1-yearEstimate
- +134.1%SPY +15.7%
- Est. 3-year, annualizedEstimate
- —SPY +22.8%
As of Jun 30, 2026 · filed Aug 14, 2026
Holdings
7 new · 5 added · 8 trimmed · 5 unchanged · 9 sold out
| 1 | GHC on Yahoo Finance (opens in a new tab) | Graham Hldgs CoCOM CL B | 12.1% | $281M | 246,368 | Unchanged | $598.60* | $1199.29 | +100.4% |
| 2 | INVH on Yahoo Finance (opens in a new tab) | Invitation Homes IncCOM | 10.8% | $252M | 8,335,309 | New | $27.71 | $26.99 | -2.6% |
| 3 | MKL on Yahoo Finance (opens in a new tab) | Markel Group IncCOM | 9.4% | $219M | 112,325 | Added +27.8% | $1851.68 | $1841.96 | -0.5% |
| 4 | CPNG on Yahoo Finance (opens in a new tab) | Coupang IncCL A | 9.3% | $216M | 12,457,195 | Added +33.0% | $19.20 | $14.35 | -25.2% |
| 5 | MICC on Yahoo Finance (opens in a new tab) | Magnum Ice Cream Co NVORD SHS | 8.2% | $190M | 10,892,592 | Trimmed -4.8% | $15.91 | $18.79 | +18.1% |
| 6 | — | Theravance Biopharma IncCOM | 6.7% | $157M | 9,212,252 | Trimmed -3.1% | — | — | — |
| 7 | SOLV on Yahoo Finance (opens in a new tab) | Solventum CorpCOM SHS | 5.8% | $134M | 1,741,221 | Trimmed -7.2% | $60.63 | $85.58 | +41.1% |
| 8 | STAA on Yahoo Finance (opens in a new tab) | Staar Surgical CoCOM PAR $0.01 | 5.2% | $120M | 4,175,748 | Added +71.0% | $22.71 | $21.31 | -6.2% |
| 9 | INDV on Yahoo Finance (opens in a new tab) | Indivior PLCORD | 5.1% | $118M | 2,874,368 | Trimmed -33.4% | $30.53 | $32.52 | +6.5% |
| 10 | LKFT on Yahoo Finance (opens in a new tab) | Lakefront Biotherapeutics NVSPON ADR | 4.4% | $103M | 3,447,807 | Added +39.9% | $28.23 | $29.91 | +6.0% |
| 11 | GMED on Yahoo Finance (opens in a new tab) | Globus Med IncCL A | 3.2% | $74M | 935,216 | Added +30.3% | $67.89 | $76.83 | +13.2% |
| 12 | OCTV on Yahoo Finance (opens in a new tab) | Octave Intelligence PLCORD SHS CL B | 3.0% | $69M | 4,222,663 | New | $18.36 | $20.03 | +9.1% |
| 13 | BTI on Yahoo Finance (opens in a new tab) | British Amern Tob PLCSPONSORED ADR | 2.8% | $64M | 1,043,302 | Trimmed -7.2% | $50.53 | $59.72 | +18.2% |
| 14 | STGW on Yahoo Finance (opens in a new tab) | Stagwell IncCOM CL A | 2.6% | $60M | 8,014,322 | Unchanged | $5.05* | $9.00 | +78.1% |
| 15 | SANM on Yahoo Finance (opens in a new tab) | Sanmina CorpCOM | 2.1% | $48M | 188,322 | New | $219.13 | $177.73 | -18.9% |
| 16 | PRIM on Yahoo Finance (opens in a new tab) | Primoris Svcs CorpCOM | 2.0% | $46M | 462,058 | New | $131.22 | $73.70 | -43.8% |
| 17 | AD on Yahoo Finance (opens in a new tab) | Array Digital InfrastructureCOM | 1.7% | $40M | 1,109,463 | New | $39.23 | $33.53 | -14.5% |
| 18 | AIV on Yahoo Finance (opens in a new tab) | Apartment Invt & Mgmt CoCL A | 1.6% | $37M | 12,374,991 | Unchanged | $3.01 | $1.64 | -45.3% |
| 19 | SNDK on Yahoo Finance (opens in a new tab) | Sandisk CorpCOM | 0.9% | $22M | 9,698 | Trimmed -98.4% | $38.24 | $1328.47 | +3373.7% |
| 20 | TPB on Yahoo Finance (opens in a new tab) | Turning Pt Brands IncCOM | 0.9% | $21M | 247,823 | Unchanged | $97.42 | $62.90 | -35.4% |
| 21 | SBGI on Yahoo Finance (opens in a new tab) | Sinclair IncCL A | 0.8% | $20M | 1,383,470 | Trimmed -6.1% | $13.90 | $12.49 | -10.2% |
| 22 | MAGN on Yahoo Finance (opens in a new tab) | Magnera CorpCOM SHS | 0.7% | $15M | 1,302,066 | Trimmed -18.1% | $20.46 | $11.11 | -45.7% |
| 23 | MRP on Yahoo Finance (opens in a new tab) | Millrose Pprys IncCOM CL A | 0.4% | $9M | 298,461 | New | $27.28 | $22.46 | -17.7% |
| 24 | KROS on Yahoo Finance (opens in a new tab) | Keros Therapeutics IncCOM | 0.3% | $7M | 626,583 | Unchanged | $13.51 | $10.73 | -20.5% |
| 25 | MNRO on Yahoo Finance (opens in a new tab) | Monro IncCOM | 0.1% | $2M | 95,966 | New | $15.81 | $13.71 | -13.3% |
Sold out since Q1 2026
- ICLR on Yahoo Finance (opens in a new tab)ICON PLC$142M at Q1 2026
- MOH on Yahoo Finance (opens in a new tab)Molina Healthcare Inc$84M at Q1 2026
- WLY on Yahoo Finance (opens in a new tab)Wiley John & Sons Inc$26M at Q1 2026
- PRMB on Yahoo Finance (opens in a new tab)Primo Brands Corporation$25M at Q1 2026
- DNOW on Yahoo Finance (opens in a new tab)Dnow Inc$16M at Q1 2026
- CBC on Yahoo Finance (opens in a new tab)Central Bancompany$11M at Q1 2026
- PAR on Yahoo Finance (opens in a new tab)Par Technology Corp$6M at Q1 2026
- FSP on Yahoo Finance (opens in a new tab)Franklin Str Pptys Corp$718K at Q1 2026
- SN on Yahoo Finance (opens in a new tab)Sharkninja Inc$651K at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 24. Of 17 with six months of history, 52.9% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0001801265-26-000005, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.