Madison Avenue Partners as of Dec. 31, 2025
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 14.6 | $340M | 1.4M | 237.38 | |
| Graham Hldgs Com Cl B (GHC) | 11.6 | $270M | 246k | 1098.60 | |
| Globus Med Cl A (GMED) | 9.8 | $229M | 2.6M | 87.31 | |
| Indivior Ord (INDV) | 9.7 | $225M | 6.3M | 35.88 | |
| Markel Corporation (MKL) | 8.1 | $189M | 88k | 2149.65 | |
| Theravance Biopharma (TBPH) | 7.6 | $178M | 9.5M | 18.71 | |
| Solventum Corp Com Shs (SOLV) | 6.8 | $158M | 2.0M | 79.24 | |
| Solstice Advanced Matls Com Shs (SOLS) | 5.8 | $135M | 2.8M | 48.58 | |
| Molina Healthcare (MOH) | 4.7 | $110M | 634k | 173.54 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 4.4 | $102M | 6.4M | 15.85 | |
| Galapagos Nv Spon Adr (GLPG) | 3.1 | $72M | 2.2M | 32.70 | |
| British Amern Tob Sponsored Adr (BTI) | 3.0 | $69M | 1.2M | 56.62 | |
| UniFirst Corporation (UNF) | 2.5 | $59M | 304k | 192.90 | |
| Stagwell Com Cl A (STGW) | 1.7 | $39M | 8.0M | 4.89 | |
| Wiley John & Sons Cl A (WLY) | 1.5 | $35M | 1.1M | 30.63 | |
| Magnera Corp Com Shs (MAGN) | 1.2 | $27M | 1.8M | 15.14 | |
| Turning Pt Brands (TPB) | 1.2 | $27M | 248k | 108.40 | |
| Central Bancompany Com Cl A (CBC) | 1.0 | $24M | 994k | 24.12 | |
| Keros Therapeutics (KROS) | 0.7 | $17M | 824k | 20.36 | |
| Sinclair Cl A (SBGI) | 0.6 | $14M | 910k | 15.30 | |
| Workiva Com Cl A (WK) | 0.2 | $5.2M | 60k | 86.25 | |
| Franklin Street Properties (FSP) | 0.1 | $2.1M | 2.3M | 0.95 | |
| Sharkninja Com Shs (SN) | 0.0 | $688k | 6.2k | 111.90 |
