Madison Avenue Partners
Latest statistics and disclosures from Madison Avenue Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GHC, SNDK, MKL, INDV, GMED, and represent 58.71% of Madison Avenue Partners's stock portfolio.
- Added to shares of these 8 stocks: BTI (+$65M), GMED (+$48M), NWSA (+$45M), AIV (+$17M), CTRI (+$15M), GLPG (+$11M), GHC, KROS.
- Started 3 new stock positions in BTI, NWSA, CTRI.
- Reduced shares in these 10 stocks: SNDK (-$169M), SAGE (-$55M), WLY (-$36M), INDV (-$35M), INVX (-$28M), MRP (-$24M), SOLV (-$19M), CRGX (-$17M), NNI (-$14M), CNNE (-$14M).
- Sold out of its positions in ARVN, CNNE, CRGX, CMCO, INVX, MRP, OVID, PLRX, SAGE.
- Madison Avenue Partners was a net seller of stock by $-229M.
- Madison Avenue Partners has $1.7B in assets under management (AUM), dropping by 11.88%.
- Central Index Key (CIK): 0001801265
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Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Graham Hldgs Com Cl B (GHC) | 17.3 | $289M | 246k | 1177.31 |
|
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| Sandisk Corp (SNDK) | 13.8 | $231M | -42% | 2.1M | 112.20 |
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| Markel Corporation (MKL) | 9.6 | $161M | 84k | 1911.36 |
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| Indivior Ord (INDV) | 9.3 | $156M | -18% | 6.5M | 24.11 |
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| Globus Med Cl A (GMED) | 8.7 | $146M | +48% | 2.5M | 57.27 |
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| Solventum Corp Com Shs (SOLV) | 8.7 | $145M | -11% | 2.0M | 73.00 |
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| Theravance Biopharma (TBPH) | 8.3 | $139M | 9.5M | 14.60 |
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| Galapagos Nv Spon Adr (GLPG) | 4.5 | $76M | +16% | 2.2M | 34.64 |
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| British Amern Tob Sponsored Adr (BTI) | 3.9 | $65M | NEW | 1.2M | 53.08 |
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| Wiley John & Sons Cl A (WLY) | 2.8 | $47M | -42% | 1.2M | 40.47 |
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| Stagwell Com Cl A (STGW) | 2.7 | $45M | 8.0M | 5.63 |
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| News Corp Cl A (NWSA) | 2.7 | $45M | NEW | 1.5M | 30.71 |
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| Keros Therapeutics (KROS) | 2.6 | $43M | 2.7M | 15.82 |
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| Magnera Corp Com Shs (MAGN) | 2.0 | $33M | -15% | 2.8M | 11.72 |
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| Apartment Invt & Mgmt Cl A (AIV) | 1.7 | $29M | +145% | 3.6M | 7.93 |
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| Centuri Holdings Com Shs (CTRI) | 0.9 | $15M | NEW | 693k | 21.17 |
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| Franklin Street Properties (FSP) | 0.2 | $4.1M | 2.6M | 1.60 |
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| Nelnet Cl A (NNI) | 0.2 | $4.0M | -78% | 32k | 125.38 |
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| Alumis (ALMS) | 0.1 | $1.7M | -77% | 418k | 3.99 |
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| Sharkninja Com Shs (SN) | 0.0 | $635k | 6.2k | 103.15 |
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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 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
- Madison Avenue Partners 2021 Q4 filed Feb. 14, 2022