Henry Ellenbogen's Durable Capital Partners reported 10.2M shares of Madison Air Solutions Corp (MAIR) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $397.7M, or 3.87% of the reported portfolio. MAIR enters the book as the 9th largest of 36 stock positions.
What did the 2026 Q2 filing report for MAIR?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 10.2M |
| Reported value | $397.7M |
| Portfolio weight | 3.87% |
| Rank in portfolio | 9th of 36 |
How big is the new MAIR position?
Henry Ellenbogen opened 4 stock positions in 2026 Q2; MAIR is the largest of them by weight. An average stock position in the Henry Ellenbogen portfolio is 3% of the reported value, so the new name comes in above the fund's typical size.
Where does MAIR sit in the Henry Ellenbogen portfolio?
MAIR ranks 9th of 36 stock positions in the Henry Ellenbogen portfolio at 3.87%, above the fund's average stock position of 3%. The MAIR purchase was the largest of the quarter's 38 position changes by percent change to portfolio. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
Has Henry Ellenbogen held MAIR before?
Henry Ellenbogen has not reported MAIR before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many MAIR shares does Henry Ellenbogen hold?
Henry Ellenbogen holds 10.2M shares of MAIR as of June 30, 2026, worth about $397.7M.
What is MAIR's weight in the Henry Ellenbogen portfolio?
MAIR is 3.87% of the Henry Ellenbogen portfolio and ranks 9th of 36 stocks by weight.
Has Henry Ellenbogen owned MAIR before?
No. Henry Ellenbogen has not reported MAIR before in the filings we track, which start with the quarter ended June 30, 2013.