MA
| |
Madison Avenue Partners, LP13F | |
| Madison Avenue Partners, LP | |
| Last update 2025-05-15 | 22 Stocks (8 new) |
| Value $1.18 Bil | Turnover 30 % |
Madison Avenue Partners, LP Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GHC | Graham Holdings Co | 245,271 | 235,671.1 | +4.25% | 20.010 | +0.82% | 5.630 | -0.77% | +5.24% | 3,977.1 | Education | |
SOLV | Solventum Corp | 2,813,017 | 213,901.8 | -0.52% | 18.160 | -0.10% | 1.630 | +12.90% | +12.62% | 12,872.2 | Medical Devices & Instruments | |
MKL | Markel Group Inc | 91,357 | 170,802.0 | New Holding | 14.500 | +14.50% | 0.720 | +12.64% | +17.23% | 25,670.4 | Insurance | |
WLY | John Wiley & Sons Inc | 2,208,066 | 98,391.4 | +5.31% | 8.350 | +0.42% | 4.100 | -6.10% | -6.99% | 2,145.4 | Media - Diversified | |
TBPH | Theravance Biopharma Inc | 9,511,150 | 84,934.6 | 0% | 7.210 | 0% | 19.020 | +19.58% | +20.09% | 565.0 | Biotechnology | |
INDV | Indivior PLC | 7,792,089 | 74,258.6 | +112.12% | 6.300 | +3.33% | 6.250 | +79.37% | +36.36% | 2,056.4 | Drug Manufacturers | |
MAGN | Magnera Corp | 3,344,005 | 60,727.1 | -1.83% | 5.160 | -0.12% | 9.390 | +1.48% | -24.44% | 488.8 | Forest Products | |
PCG | PG&E Corp | 2,950,000 | 50,681.0 | New Holding | 4.300 | +4.30% | 0.130 | -21.58% | -31.74% | 30,174.2 | Utilities - Regulated | |
INVX | Innovex International Inc | 2,413,608 | 43,348.4 | +43.12% | 3.680 | +1.11% | 3.500 | +7.34% | +18.25% | 1,139.5 | Oil & Gas | |
STGW | Stagwell Inc | 7,147,662 | 43,243.4 | 0% | 3.670 | 0% | 2.670 | -4.03% | -20.36% | 1,402.7 | Media - Diversified |
Madison Avenue Partners, LP's Historical Top Holdings Breakdowns
Madison Avenue Partners, LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MKL | Markel Group Inc | 2025-03-31 | New Buy New Buy | +14.50% | 1660.14 ($1839.75) 2059.83 | $2,023.73 | 10.00% | New holding | 91,357 | 91,357 | |
ACHC | Acadia Healthcare Co Inc | 2025-03-31 | Reduce Reduce | -8.04% | 28.17 ($38.1) 45.41 | $22.97 | -39.71% | Reduce -99.51% | 9,486 | -1,915,841 | |
| EDR Unlock Delisted | Endeavor Group Holdings Inc | 2025-03-31 | Sold Out Sold Out | -7.94% | 28.53 ($30.64) 35.5 | $29.25 | -4.54% | Sold Out | 0 | -2,397,658 | |
PCG | PG&E Corp | 2025-03-31 | New Buy New Buy | +4.30% | 15.16 ($16.59) 20.4 | $13.73 | -17.24% | New holding | 2,950,000 | 2,950,000 | |
INDV | Indivior PLC | 2025-03-31 | Add Add | +3.33% | 8.25 ($10.51) 12.5 | $16.95 | 61.27% | Add 112.12% | 7,792,089 | 4,118,663 | |
SAGE | Sage Therapeutics Inc | 2025-03-31 | New Buy New Buy | +3.02% | 5.55 ($7.32) 8.66 | $8.77 | 19.81% | New holding | 4,477,798 | 4,477,798 | |
INVX | Innovex International Inc | 2025-03-31 | Add Add | +1.11% | 14.47 ($16.99) 19.1 | $16.52 | -2.77% | Add 43.12% | 2,413,608 | 727,132 | |
CMCO | Columbus McKinnon Corp | 2025-03-31 | New Buy New Buy | +0.89% | 15.95 ($25.98) 37.61 | $16.18 | -37.72% | New holding | 619,343 | 619,343 | |
| SLRN Unlock Delisted | Acelyrin Inc | 2025-03-31 | New Buy New Buy | +0.87% | 1.89 ($2.38) 3.82 | $2.27 | -4.62% | New holding | 4,142,640 | 4,142,640 | |
GHC | Graham Holdings Co | 2025-03-31 | Add Add | +0.82% | 854.34 ($930.53) 983.77 | $912.19 | -1.97% | Add 4.25% | 245,271 | 10,000 |
Madison Avenue Partners, LP Total Holding History ($B)
Madison Avenue Partners, LP's Asset Allocation
Madison Avenue Partners, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Madison Avenue Partners, LP's Hypothetical Growth since 2025-03-31
Madison Avenue Partners, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Madison Avenue Partners, LP's Holdings Heat Map
Size field:
Madison Avenue Partners, LP's Holdings Bubble Chart
Madison Avenue Partners, LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers