Madison Avenue Partners as of June 30, 2025
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 26 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Graham Hldgs Com Cl B (GHC) | 15.5 | $232M | 245k | 946.17 | |
| Solventum Corp Com Shs (SOLV) | 11.4 | $170M | 2.2M | 75.84 | |
| Markel Corporation (MKL) | 11.2 | $168M | 84k | 1997.36 | |
| Sandisk Corp (SNDK) | 10.8 | $162M | 3.6M | 45.35 | |
| Indivior Ord | 7.8 | $117M | 7.9M | 14.74 | |
| Theravance Biopharma (TBPH) | 7.0 | $105M | 9.5M | 11.03 | |
| Globus Med Cl A (GMED) | 6.7 | $101M | 1.7M | 59.02 | |
| Wiley John & Sons Cl A (WLY) | 6.1 | $92M | 2.1M | 44.63 | |
| Sage Therapeutics (SAGE) | 3.7 | $55M | 6.1M | 9.12 | |
| Galapagos Nv Spon Adr (GLPG) | 3.5 | $53M | 1.9M | 27.99 | |
| Magnera Corp Com Shs (MAGN) | 2.7 | $40M | 3.3M | 12.08 | |
| Stagwell Com Cl A (STGW) | 2.4 | $36M | 8.0M | 4.50 | |
| Keros Therapeutics (KROS) | 2.4 | $36M | 2.7M | 13.35 | |
| Innovex International (INVX) | 1.8 | $28M | 1.8M | 15.62 | |
| Millrose Pptys Com Cl A (MRP) | 1.6 | $24M | 826k | 28.51 | |
| Nelnet Cl A (NNI) | 1.2 | $18M | 144k | 121.12 | |
| Cargo Therapeutics (CRGX) | 1.2 | $17M | 4.2M | 4.12 | |
| Cannae Holdings (CNNE) | 0.9 | $14M | 674k | 20.85 | |
| Apartment Invt & Mgmt Cl A (AIV) | 0.9 | $13M | 1.5M | 8.65 | |
| Alumis (ALMS) | 0.4 | $5.5M | 1.8M | 3.00 | |
| Franklin Street Properties (FSP) | 0.3 | $4.2M | 2.6M | 1.64 | |
| Arvinas Ord (ARVN) | 0.2 | $3.7M | 500k | 7.36 | |
| Pliant Therapeutics (PLRX) | 0.2 | $2.6M | 2.2M | 1.16 | |
| Columbus McKinnon (CMCO) | 0.0 | $702k | 46k | 15.27 | |
| Sharkninja Com Shs (SN) | 0.0 | $609k | 6.2k | 98.99 | |
| Ovid Therapeutics (OVID) | 0.0 | $433k | 1.3M | 0.33 |
