Madison Avenue Partners as of Sept. 30, 2025
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Graham Hldgs Com Cl B (GHC) | 17.3 | $289M | 246k | 1177.31 | |
| Sandisk Corp (SNDK) | 13.8 | $231M | 2.1M | 112.20 | |
| Markel Corporation (MKL) | 9.6 | $161M | 84k | 1911.36 | |
| Indivior Ord (INDV) | 9.3 | $156M | 6.5M | 24.11 | |
| Globus Med Cl A (GMED) | 8.7 | $146M | 2.5M | 57.27 | |
| Solventum Corp Com Shs (SOLV) | 8.7 | $145M | 2.0M | 73.00 | |
| Theravance Biopharma (TBPH) | 8.3 | $139M | 9.5M | 14.60 | |
| Galapagos Nv Spon Adr (GLPG) | 4.5 | $76M | 2.2M | 34.64 | |
| British Amern Tob Sponsored Adr (BTI) | 3.9 | $65M | 1.2M | 53.08 | |
| Wiley John & Sons Cl A (WLY) | 2.8 | $47M | 1.2M | 40.47 | |
| Stagwell Com Cl A (STGW) | 2.7 | $45M | 8.0M | 5.63 | |
| News Corp Cl A (NWSA) | 2.7 | $45M | 1.5M | 30.71 | |
| Keros Therapeutics (KROS) | 2.6 | $43M | 2.7M | 15.82 | |
| Magnera Corp Com Shs (MAGN) | 2.0 | $33M | 2.8M | 11.72 | |
| Apartment Invt & Mgmt Cl A (AIV) | 1.7 | $29M | 3.6M | 7.93 | |
| Centuri Holdings Com Shs (CTRI) | 0.9 | $15M | 693k | 21.17 | |
| Franklin Street Properties (FSP) | 0.2 | $4.1M | 2.6M | 1.60 | |
| Nelnet Cl A (NNI) | 0.2 | $4.0M | 32k | 125.38 | |
| Alumis (ALMS) | 0.1 | $1.7M | 418k | 3.99 | |
| Sharkninja Com Shs (SN) | 0.0 | $635k | 6.2k | 103.15 |
