13F HOLDINGS REPORT
Madison Avenue Partners, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001801265-25-000008
Total Value
$1.68B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GRAHAM HLDGS CO | GHM | 245,829 | $289.4M | 17.27% |
| 2 | SANDISK CORP | SNDK | 2,062,521 | $231.4M | 13.81% |
| 3 | MARKEL GROUP INC | MKL | 84,310 | $161.1M | 9.62% |
| 4 | INDIVIOR PLC | INDV | 6,463,585 | $155.8M | 9.30% |
| 5 | GLOBUS MED INC | GMED | 2,548,163 | $145.9M | 8.71% |
| 6 | SOLVENTUM CORP | SOLV | 1,988,376 | $145.2M | 8.66% |
| 7 | THERAVANCE BIOPHARMA INC | TBPH | 9,511,150 | $138.9M | 8.29% |
| 8 | GALAPAGOS NV | GLPGF | 2,195,775 | $76.1M | 4.54% |
| 9 | BRITISH AMERN TOB PLC | 110448107 | 1,223,767 | $65.0M | 3.88% |
| 10 | WILEY JOHN & SONS INC | 968223206 | 1,170,624 | $47.4M | 2.83% |
| 11 | STAGWELL INC | STGW | 8,014,322 | $45.1M | 2.69% |
| 12 | NEWS CORP NEW | NWSLL | 1,453,322 | $44.6M | 2.66% |
| 13 | KEROS THERAPEUTICS INC | KROS | 2,708,218 | $42.8M | 2.56% |
| 14 | MAGNERA CORP | MAGN | 2,832,281 | $33.2M | 1.98% |
| 15 | APARTMENT INVT & MGMT CO | APA | 3,617,314 | $28.7M | 1.71% |
| 16 | CENTURI HOLDINGS INC | CTRI | 693,136 | $14.7M | 0.88% |
| 17 | FRANKLIN STR PPTYS CORP | 35471R106 | 2,580,357 | $4.1M | 0.25% |
| 18 | NELNET INC | NNI | 31,535 | $4.0M | 0.24% |
| 19 | ALUMIS INC | ALMS | 417,777 | $1.7M | 0.10% |
| 20 | SHARKNINJA INC | SN | 6,152 | $634,579 | 0.04% |