Madison Avenue Partners, LP
- SEC CIK
- 0001801265
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 22
- +7 vs. Q4 2024
- Portfolio value
- $1.18B
- +$233.5M (+24.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GHCGraham Holdings Co | COM CL B | 245,271 | $235.7M | 20.0% | +10,000+4.3% | Added | History |
| SOLVSolventum Corp | Stock | 2,813,017 | $213.9M | 18.2% | −14,655−0.5% | Reduced | History |
| MKLMarkel Group Inc. | COM | 91,357 | $170.8M | 14.5% | +91,357 | New | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 2,208,066 | $98.4M | 8.4% | +111,273+5.3% | Added | History |
| TBPHTheravance Biopharma, Inc. | COM | 9,511,150 | $84.9M | 7.2% | 00.0% | Unchanged | History |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 7,792,089 | $74.3M | 6.3% | +4,118,663+112.1% | Added | History |
| MAGNMagnera Corp | COM SHS | 3,344,005 | $60.7M | 5.2% | −62,288−1.8% | Reduced | History |
| PCGPG&E Corp | Stock | 2,950,000 | $50.7M | 4.3% | +2,950,000 | New | History |
| INVXInnovex International, Inc. | COM | 2,413,608 | $43.3M | 3.7% | +727,132+43.1% | Added | History |
| STGWStagwell Inc | COM CL A | 7,147,662 | $43.2M | 3.7% | 00.0% | Unchanged | History |
| SAGESage Therapeutics, Inc. | COM | 4,477,798 | $35.6M | 3.0% | +4,477,798 | New | History |
| NNINelnet Inc | CL A | 233,830 | $25.9M | 2.2% | −56,383−19.4% | Reduced | History |
| CMCOColumbus McKinnon Corp | COM | 619,343 | $10.5M | 0.9% | +619,343 | New | History |
| SLRNACELYRIN, Inc. | COM | 4,142,640 | $10.2M | 0.9% | +4,142,640 | New | History |
| CNNECannae Holdings, Inc. | COM | 418,984 | $7.68M | 0.7% | +418,984 | New | History |
| FSPFranklin Street Properties Corp | COM | 2,733,418 | $4.87M | 0.4% | 00.0% | Unchanged | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 579,895 | $2.86M | 0.2% | 00.0% | Unchanged | History |
| PLRXPliant Therapeutics, Inc. | COM | 1,675,043 | $2.26M | 0.2% | +1,675,043 | New | History |
| OVIDOvid Therapeutics Inc. | COM | 2,465,623 | $769.0K | 0.1% | −1,257,004−33.8% | Reduced | History |
| SNSharkNinja, Inc. | COM SHS | 6,152 | $513.1K | <0.1% | 00.0% | Unchanged | History |
| CRGXCARGO Therapeutics, Inc. | COM | 100,952 | $410.9K | <0.1% | +100,952 | New | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 9,486 | $287.6K | <0.1% | −1,915,841−99.5% | Reduced | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.