Madison Avenue Partners as of Dec. 31, 2020
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Super Micro Computer (SMCI) | 23.1 | $64M | 2.0M | 31.66 | |
| Graham Hldgs Com Cl B (GHC) | 22.1 | $61M | 114k | 533.38 | |
| Adtalem Global Ed (ATGE) | 17.5 | $48M | 1.4M | 33.95 | |
| FirstEnergy (FE) | 13.8 | $38M | 1.2M | 30.61 | |
| Carrier Global Corporation (CARR) | 6.8 | $19M | 496k | 37.72 | |
| Prog Holdings Com Npv (PRG) | 6.3 | $17M | 320k | 53.87 | |
| Mdc Partners Cl A Sub Vtg | 3.5 | $9.7M | 3.9M | 2.51 | |
| Rlj Lodging Tr Com Conv Pfd A (RLJ.PA) | 2.0 | $5.6M | 220k | 25.40 | |
| Lensar (LNSR) | 1.7 | $4.6M | 637k | 7.25 | |
| PG&E Corporation (PCG) | 1.6 | $4.4M | 352k | 12.46 | |
| Five Star Senior Living Com New | 1.4 | $3.8M | 557k | 6.90 | |
| Mma Capital Management | 0.2 | $656k | 27k | 24.62 |
