Madison Avenue Partners as of March 31, 2021
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 14 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Super Micro Computer (SMCI) | 24.2 | $79M | 2.0M | 39.06 | |
| Graham Hldgs Com Cl B (GHC) | 19.0 | $62M | 110k | 562.44 | |
| Adtalem Global Ed (ATGE) | 17.4 | $57M | 1.4M | 39.54 | |
| White Mountains Insurance Gp (WTM) | 11.1 | $36M | 33k | 1114.90 | |
| Carrier Global Corporation (CARR) | 6.4 | $21M | 496k | 42.22 | |
| Prog Holdings Com Npv (PRG) | 4.5 | $15M | 339k | 43.29 | |
| Mdc Partners Cl A Sub Vtg | 4.5 | $15M | 4.7M | 3.12 | |
| Leaf | 4.3 | $14M | 2.2M | 6.45 | |
| A Mark Precious Metals (AMRK) | 2.8 | $9.0M | 250k | 36.00 | |
| Rlj Lodging Tr Com Conv Pfd A (RLJ.PA) | 1.7 | $5.5M | 196k | 27.97 | |
| Lensar (LNSR) | 1.5 | $4.9M | 676k | 7.26 | |
| PG&E Corporation (PCG) | 1.3 | $4.1M | 352k | 11.71 | |
| Employers Holdings (EIG) | 1.3 | $4.1M | 95k | 43.06 | |
| Mma Capital Management | 0.2 | $608k | 27k | 22.82 |
