Madison Avenue Partners as of March 31, 2026
Portfolio Holdings for Madison Avenue Partners
Madison Avenue Partners holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 17.1 | $393M | 619k | 635.34 | |
| Graham Hldgs Com Cl B (GHC) | 11.3 | $260M | 246k | 1057.26 | |
| Coupang Cl A (CPNG) | 7.7 | $177M | 9.4M | 18.88 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 7.4 | $171M | 11M | 14.95 | |
| Markel Corporation (MKL) | 7.3 | $168M | 88k | 1914.07 | |
| Theravance Biopharma (TBPH) | 6.7 | $154M | 9.5M | 16.23 | |
| Icon SHS (ICLR) | 6.2 | $142M | 1.3M | 110.66 | |
| Indivior Ord (INDV) | 5.7 | $132M | 4.3M | 30.48 | |
| Solventum Corp Com Shs (SOLV) | 5.3 | $123M | 1.9M | 65.30 | |
| Molina Healthcare (MOH) | 3.7 | $85M | 634k | 133.30 | |
| Galapagos Nv Spon Adr | 3.2 | $74M | 2.5M | 30.00 | |
| British Amern Tob Sponsored Adr (BTI) | 2.9 | $66M | 1.1M | 58.47 | |
| Globus Med Cl A (GMED) | 2.7 | $62M | 718k | 86.16 | |
| Stagwell Com Cl A (STGW) | 2.2 | $50M | 8.0M | 6.29 | |
| Apartment Invt & Mgmt Cl A (AIV) | 2.2 | $50M | 12M | 4.07 | |
| Staar Surgical Com Par $0.01 (STAA) | 2.0 | $46M | 2.4M | 18.70 | |
| Wiley John & Sons Cl A (WLY) | 1.1 | $26M | 678k | 38.10 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 1.1 | $25M | 1.3M | 18.83 | |
| Turning Pt Brands (TPB) | 0.9 | $22M | 248k | 86.79 | |
| Sinclair Cl A (SBGI) | 0.8 | $19M | 1.5M | 12.94 | |
| Now (DNOW) | 0.7 | $16M | 1.4M | 11.91 | |
| Magnera Corp Com Shs (MAGN) | 0.7 | $15M | 1.6M | 9.51 | |
| Central Bancompany Com Cl A (CBC) | 0.5 | $11M | 445k | 23.95 | |
| Keros Therapeutics (KROS) | 0.3 | $6.9M | 627k | 11.04 | |
| PAR Technology Corporation (PAR) | 0.3 | $6.0M | 448k | 13.33 | |
| Franklin Street Properties (FSP) | 0.0 | $718k | 1.1M | 0.66 | |
| Sharkninja Com Shs (SN) | 0.0 | $652k | 6.2k | 105.90 |
