Henry Ellenbogen's Durable Capital Partners disclosed a significant new investment in Madison Air Solutions (MAIR), a manufacturer of indoor air quality and ventilation systems. The firm initiated a position of 10.20 million shares valued at approximately $397.66 million. This new holding accounts for 3.87% of Durable Capital's reported portfolio.
This trade was revealed in a quarterly 13F filing, which reports holdings as of June 30, 2026, meaning the investment was made at some point during the second quarter. Madison Air provides mission-critical air systems for commercial and residential markets, including data centers, healthcare facilities, and advanced manufacturing. The company recently reported strong revenue growth for the second quarter.