Madison Avenue Partners as of March 31, 2025
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Graham Hldgs Com Cl B (GHC) | 20.0 | $236M | 245k | 960.86 | |
| Solventum Corp Com Shs (SOLV) | 18.2 | $214M | 2.8M | 76.04 | |
| Markel Corporation (MKL) | 14.5 | $171M | 91k | 1869.61 | |
| Wiley John & Sons Cl A (WLY) | 8.4 | $98M | 2.2M | 44.56 | |
| Theravance Biopharma (TBPH) | 7.2 | $85M | 9.5M | 8.93 | |
| Indivior Ord | 6.3 | $74M | 7.8M | 9.53 | |
| Magnera Corp Com Shs (MAGN) | 5.2 | $61M | 3.3M | 18.16 | |
| PG&E Corporation (PCG) | 4.3 | $51M | 3.0M | 17.18 | |
| Innovex International (INVX) | 3.7 | $43M | 2.4M | 17.96 | |
| Stagwell Com Cl A (STGW) | 3.7 | $43M | 7.1M | 6.05 | |
| Sage Therapeutics (SAGE) | 3.0 | $36M | 4.5M | 7.95 | |
| Nelnet Cl A (NNI) | 2.2 | $26M | 234k | 110.93 | |
| Columbus McKinnon (CMCO) | 0.9 | $11M | 619k | 16.93 | |
| Acelyrin | 0.9 | $10M | 4.1M | 2.47 | |
| Cannae Holdings (CNNE) | 0.7 | $7.7M | 419k | 18.33 | |
| Franklin Street Properties (FSP) | 0.4 | $4.9M | 2.7M | 1.78 | |
| 2seventy Bio Common Stock | 0.2 | $2.9M | 580k | 4.94 | |
| Pliant Therapeutics (PLRX) | 0.2 | $2.3M | 1.7M | 1.35 | |
| Ovid Therapeutics (OVID) | 0.1 | $769k | 2.5M | 0.31 | |
| Sharkninja Com Shs (SN) | 0.0 | $513k | 6.2k | 83.41 | |
| Cargo Therapeutics (CRGX) | 0.0 | $411k | 101k | 4.07 | |
| Acadia Healthcare (ACHC) | 0.0 | $288k | 9.5k | 30.32 |
