Madison Avenue Partners
Latest statistics and disclosures from Madison Avenue Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNDK, GHC, GMED, INDV, MKL, and represent 53.87% of Madison Avenue Partners's stock portfolio.
- Added to shares of these 10 stocks: INDV (+$225M), SOLS (+$135M), MOH (+$110M), MICC (+$102M), UNF (+$59M), TPB (+$27M), CBC (+$24M), SBGI (+$14M), MKL (+$7.7M), GMED (+$6.7M).
- Started 9 new stock positions in WK, UNF, SOLS, TPB, CBC, MOH, MICC, INDV, SBGI.
- Reduced shares in these 10 stocks: Indivior (-$156M), SNDK (-$149M), NWSA (-$45M), KROS (-$38M), AIV (-$29M), MAGN (-$16M), CTRI (-$15M), NNI, ALMS, WLY.
- Sold out of its positions in ALMS, AIV, CTRI, NNI, NWSA, Indivior.
- Madison Avenue Partners was a net buyer of stock by $262M.
- Madison Avenue Partners has $2.3B in assets under management (AUM), dropping by 38.90%.
- Central Index Key (CIK): 0001801265
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Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 14.6 | $340M | -30% | 1.4M | 237.38 |
|
| Graham Hldgs Com Cl B (GHC) | 11.6 | $270M | 246k | 1098.60 |
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| Globus Med Cl A (GMED) | 9.8 | $229M | +3% | 2.6M | 87.31 |
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| Indivior Ord (INDV) | 9.7 | $225M | NEW | 6.3M | 35.88 |
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| Markel Corporation (MKL) | 8.1 | $189M | +4% | 88k | 2149.65 |
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| Theravance Biopharma (TBPH) | 7.6 | $178M | 9.5M | 18.71 |
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| Solventum Corp Com Shs (SOLV) | 6.8 | $158M | 2.0M | 79.24 |
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| Solstice Advanced Matls Com Shs (SOLS) | 5.8 | $135M | NEW | 2.8M | 48.58 |
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| Molina Healthcare (MOH) | 4.7 | $110M | NEW | 634k | 173.54 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 4.4 | $102M | NEW | 6.4M | 15.85 |
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| Galapagos Nv Spon Adr (GLPG) | 3.1 | $72M | 2.2M | 32.70 |
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| British Amern Tob Sponsored Adr (BTI) | 3.0 | $69M | 1.2M | 56.62 |
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| UniFirst Corporation (UNF) | 2.5 | $59M | NEW | 304k | 192.90 |
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| Stagwell Com Cl A (STGW) | 1.7 | $39M | 8.0M | 4.89 |
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| Wiley John & Sons Cl A (WLY) | 1.5 | $35M | 1.1M | 30.63 |
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| Magnera Corp Com Shs (MAGN) | 1.2 | $27M | -37% | 1.8M | 15.14 |
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| Turning Pt Brands (TPB) | 1.2 | $27M | NEW | 248k | 108.40 |
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| Central Bancompany Com Cl A (CBC) | 1.0 | $24M | NEW | 994k | 24.12 |
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| Keros Therapeutics (KROS) | 0.7 | $17M | -69% | 824k | 20.36 |
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| Sinclair Cl A (SBGI) | 0.6 | $14M | NEW | 910k | 15.30 |
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| Workiva Com Cl A (WK) | 0.2 | $5.2M | NEW | 60k | 86.25 |
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| Franklin Street Properties (FSP) | 0.1 | $2.1M | -12% | 2.3M | 0.95 |
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| Sharkninja Com Shs (SN) | 0.0 | $688k | 6.2k | 111.90 |
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Past Filings by Madison Avenue Partners
SEC 13F filings are viewable for Madison Avenue Partners going back to 2019
- Madison Avenue Partners 2025 Q4 filed Feb. 17, 2026
- Madison Avenue Partners 2025 Q3 filed Nov. 14, 2025
- Madison Avenue Partners 2025 Q2 filed Aug. 14, 2025
- Madison Avenue Partners 2025 Q1 filed May 15, 2025
- Madison Avenue Partners 2024 Q4 filed Feb. 14, 2025
- Madison Avenue Partners 2024 Q3 filed Nov. 14, 2024
- Madison Avenue Partners 2024 Q2 filed Aug. 14, 2024
- Madison Avenue Partners 2024 Q1 filed May 15, 2024
- Madison Avenue Partners 2023 Q4 filed Feb. 16, 2024
- Madison Avenue Partners 2023 Q3 filed Nov. 14, 2023
- Madison Avenue Partners 2023 Q2 filed Aug. 14, 2023
- Madison Avenue Partners 2023 Q1 filed May 15, 2023
- Madison Avenue Partners 2022 Q4 filed Feb. 14, 2023
- Madison Avenue Partners 2022 Q3 filed Nov. 14, 2022
- Madison Avenue Partners 2022 Q2 filed Aug. 15, 2022
- Madison Avenue Partners 2022 Q1 filed May 16, 2022