Madison Avenue Partners, LP 13F Holdings

CIK 0001801265 · NEW YORK, NY

As of Sep 30, 2025, Madison Avenue Partners, LP reported 20 positions worth .7B in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
GRAHAM HOLDINGS COGHCConsumer Defensive245,829$289.4M17.27%
SANDISK CORPSNDKTechnology2,062,521$231.4M13.81%
MARKEL GROUP INCMKLFinancial Services84,310 61.1M9.62%
INDIVIOR PLCINDVHealthcare6,463,585 55.8M9.30%
GLOBUS MEDICAL INCGMEDHealthcare2,548,163 45.9M8.71%
SOLVENTUM CORPSOLVHealthcare1,988,376 45.2M8.66%
THERAVANCE BIOPHARMA INCTBPHHealthcare9,511,150 38.9M8.29%
GALAPAGOS NVGLPGHealthcare2,195,775$76.1M4.54%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive1,223,767$65.0M3.88%
JOHN WILEY & SONS INCWLYConsumer Cyclical1,170,624$47.4M2.83%
STAGWELL INCSTGWCommunication Services8,014,322$45.1M2.69%
NEWS CORPNWSACommunication Services1,453,322$44.6M2.66%
KEROS THERAPEUTICS INCKROSHealthcare2,708,218$42.8M2.56%
MAGNERA CORPMAGNBasic Materials2,832,281$33.2M1.98%
APARTMENT INVESTMENT & MANAGEMENT COAIVReal Estate3,617,314$28.7M1.71%
CENTURI HOLDINGS INCCTRIUtilities693,136 4.7M0.88%
FRANKLIN STR PPTYS CORPFSPReal Estate2,580,357$4.1M0.25%
NELNET INCNNI—31,535$4.0M0.24%
ALUMIS INCALMSHealthcare417,777 .7M0.10%
SHARKNINJA INCSNConsumer Cyclical6,152$634.6K0.04%