Madison Avenue Partners

Latest statistics and disclosures from Madison Avenue Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SNDK, GHC, CPNG, MICC, MKL, and represent 50.85% of Madison Avenue Partners's stock portfolio.
  • Added to shares of these 10 stocks: CPNG (+$177M), ICLR (+$142M), MICC (+$75M), AIV (+$50M), STAA (+$46M), PRMB (+$25M), DNOW (+$16M), Galapagos Nv- (+$7.6M), SBGI (+$7.3M), PAR (+$6.0M).
  • Started 7 new stock positions in STAA, ICLR, DNOW, PAR, PRMB, AIV, CPNG.
  • Reduced shares in these 10 stocks: SNDK (-$518M), GMED (-$164M), SOLS (-$135M), INDV (-$60M), UNF (-$59M), WLY (-$18M), CBC (-$13M), SOLV (-$7.3M), BTI (-$5.8M), WK (-$5.2M).
  • Sold out of its positions in SOLS, UNF, WK.
  • Madison Avenue Partners was a net seller of stock by $-438M.
  • Madison Avenue Partners has $2.3B in assets under management (AUM), dropping by -1.20%.
  • Central Index Key (CIK): 0001801265

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Portfolio Holdings for Madison Avenue Partners

Madison Avenue Partners holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sandisk Corp (SNDK) 17.1 $393M -56% 619k 635.34
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Graham Hldgs Com Cl B (GHC) 11.3 $260M 246k 1057.26
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Coupang Cl A (CPNG) 7.7 $177M NEW 9.4M 18.88
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Magnum Ice Cream Co Nv Ord Shs (MICC) 7.4 $171M +78% 11M 14.95
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Markel Corporation (MKL) 7.3 $168M 88k 1914.07
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Theravance Biopharma (TBPH) 6.7 $154M 9.5M 16.23
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Icon SHS (ICLR) 6.2 $142M NEW 1.3M 110.66
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Indivior Ord (INDV) 5.7 $132M -31% 4.3M 30.48
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Solventum Corp Com Shs (SOLV) 5.3 $123M -5% 1.9M 65.30
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Molina Healthcare (MOH) 3.7 $85M 634k 133.30
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Galapagos Nv Spon Adr 3.2 $74M +11% 2.5M 30.00
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British Amern Tob Sponsored Adr (BTI) 2.9 $66M -8% 1.1M 58.47
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Globus Med Cl A (GMED) 2.7 $62M -72% 718k 86.16
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Stagwell Com Cl A (STGW) 2.2 $50M 8.0M 6.29
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Apartment Invt & Mgmt Cl A (AIV) 2.2 $50M NEW 12M 4.07
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Staar Surgical Com Par $0.01 (STAA) 2.0 $46M NEW 2.4M 18.70
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Wiley John & Sons Cl A (WLY) 1.1 $26M -40% 678k 38.10
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Primo Brands Corporation Class A Com Shs (PRMB) 1.1 $25M NEW 1.3M 18.83
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Turning Pt Brands (TPB) 0.9 $22M 248k 86.79
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Sinclair Cl A (SBGI) 0.8 $19M +61% 1.5M 12.94
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Now (DNOW) 0.7 $16M NEW 1.4M 11.91
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Magnera Corp Com Shs (MAGN) 0.7 $15M -10% 1.6M 9.51
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Central Bancompany Com Cl A (CBC) 0.5 $11M -55% 445k 23.95
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Keros Therapeutics (KROS) 0.3 $6.9M -23% 627k 11.04
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PAR Technology Corporation (PAR) 0.3 $6.0M NEW 448k 13.33
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Franklin Street Properties (FSP) 0.0 $718k -52% 1.1M 0.66
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Sharkninja Com Shs (SN) 0.0 $652k 6.2k 105.90
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Past Filings by Madison Avenue Partners

SEC 13F filings are viewable for Madison Avenue Partners going back to 2019

View all past filings