Filed: 5/15/2025ACC: 0001801265-25-000004
📋 What this filing means
MADISON AVENUE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.18B
Total AUM (reported)
55.98M
Total Shares
Allocation by class
COM$422.36M35.9%
COM SHS$275.14M23.4%
COM CL B$235.67M20.0%
CL A$124.33M10.6%
ORD$74.26M6.3%
COM CL A$43.24M3.7%
COMMON STOCK$2.86M0.2%
Portfolio Concentration
Top 3$620.37M52.7%
4–10$455.58M38.7%
11–25$101.91M8.7%
Top 3 weight
52.7%
Top 10 weight
91.3%
Voting Authority Distribution
Total shares with voting rights: 55.98M
Sole
Full voting authority
55.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
GRAHAM HLDGS CO
SOLEShares245.27K
TypeSH
Market value$235.67M
20.01%
Sole
245.27K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares2.81M
TypeSH
Market value$213.90M
18.16%
Sole
2.81M
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares91.36K
TypeSH
Market value$170.80M
14.50%
Sole
91.36K
Shared
0.00
None
0.00
WILEY JOHN & SONS INC
SOLEShares2.21M
TypeSH
Market value$98.39M
8.35%
Sole
2.21M
Shared
0.00
None
0.00
THERAVANCE BIOPHARMA INC
SOLEShares9.51M
TypeSH
Market value$84.93M
7.21%
Sole
9.51M
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares7.79M
TypeSH
Market value$74.26M
6.30%
Sole
7.79M
Shared
0.00
None
0.00
MAGNERA CORP
SOLEShares3.34M
TypeSH
Market value$60.73M
5.16%
Sole
3.34M
Shared
0.00
None
0.00
PG&E CORP
SOLEShares2.95M
TypeSH
Market value$50.68M
4.30%
Sole
2.95M
Shared
0.00
None
0.00
INNOVEX INTERNATIONAL INC
SOLEShares2.41M
TypeSH
Market value$43.35M
3.68%
Sole
2.41M
Shared
0.00
None
0.00
STAGWELL INC
SOLEShares7.15M
TypeSH
Market value$43.24M
3.67%
Sole
7.15M
Shared
0.00
None
0.00
SAGE THERAPEUTICS INC
SOLEShares4.48M
TypeSH
Market value$35.60M
3.02%
Sole
4.48M
Shared
0.00
None
0.00
NELNET INC
SOLEShares233.83K
TypeSH
Market value$25.94M
2.20%
Sole
233.83K
Shared
0.00
None
0.00
COLUMBUS MCKINNON CORP N Y
SOLEShares619.34K
TypeSH
Market value$10.49M
0.89%
Sole
619.34K
Shared
0.00
None
0.00
ACELYRIN INC
SOLEShares4.14M
TypeSH
Market value$10.23M
0.87%
Sole
4.14M
Shared
0.00
None
0.00
CANNAE HLDGS INC
SOLEShares418.98K
TypeSH
Market value$7.68M
0.65%
Sole
418.98K
Shared
0.00
None
0.00
FRANKLIN STR PPTYS CORP
SOLEShares2.73M
TypeSH
Market value$4.87M
0.41%
Sole
2.73M
Shared
0.00
None
0.00
2SEVENTY BIO INC
SOLEShares579.89K
TypeSH
Market value$2.86M
0.24%
Sole
579.89K
Shared
0.00
None
0.00
PLIANT THERAPEUTICS INC
SOLEShares1.68M
TypeSH
Market value$2.26M
0.19%
Sole
1.68M
Shared
0.00
None
0.00
OVID THERAPEUTICS INC
SOLEShares2.47M
TypeSH
Market value$769.0K
0.07%
Sole
2.47M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares6.15K
TypeSH
Market value$513.1K
0.04%
Sole
6.15K
Shared
0.00
None
0.00
CARGO THERAPEUTICS INC
SOLEShares100.95K
TypeSH
Market value$410.9K
0.03%
Sole
100.95K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY INC
SOLEShares9.49K
TypeSH
Market value$287.6K
0.02%
Sole
9.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRAHAM HLDGS COSOLE | COM CL B | 245.27K | SH | $235.67M 20.01% | 245.27K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 2.81M | SH | $213.90M 18.16% | 2.81M | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 91.36K | SH | $170.80M 14.50% | 91.36K | 0.00 | 0.00 |
WILEY JOHN & SONS INCSOLE | CL A | 2.21M | SH | $98.39M 8.35% | 2.21M | 0.00 | 0.00 |
THERAVANCE BIOPHARMA INCSOLE | COM | 9.51M | SH | $84.93M 7.21% | 9.51M | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 7.79M | SH | $74.26M 6.30% | 7.79M | 0.00 | 0.00 |
MAGNERA CORPSOLE | COM SHS | 3.34M | SH | $60.73M 5.16% | 3.34M | 0.00 | 0.00 |
PG&E CORPSOLE | COM | 2.95M | SH | $50.68M 4.30% | 2.95M | 0.00 | 0.00 |
INNOVEX INTERNATIONAL INCSOLE | COM | 2.41M | SH | $43.35M 3.68% | 2.41M | 0.00 | 0.00 |
STAGWELL INCSOLE | COM CL A | 7.15M | SH | $43.24M 3.67% | 7.15M | 0.00 | 0.00 |
SAGE THERAPEUTICS INCSOLE | COM | 4.48M | SH | $35.60M 3.02% | 4.48M | 0.00 | 0.00 |
NELNET INCSOLE | CL A | 233.83K | SH | $25.94M 2.20% | 233.83K | 0.00 | 0.00 |
COLUMBUS MCKINNON CORP N YSOLE | COM | 619.34K | SH | $10.49M 0.89% | 619.34K | 0.00 | 0.00 |
ACELYRIN INCSOLE | COM | 4.14M | SH | $10.23M 0.87% | 4.14M | 0.00 | 0.00 |
CANNAE HLDGS INCSOLE | COM | 418.98K | SH | $7.68M 0.65% | 418.98K | 0.00 | 0.00 |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.73M | SH | $4.87M 0.41% | 2.73M | 0.00 | 0.00 |
2SEVENTY BIO INCSOLE | COMMON STOCK | 579.89K | SH | $2.86M 0.24% | 579.89K | 0.00 | 0.00 |
PLIANT THERAPEUTICS INCSOLE | COM | 1.68M | SH | $2.26M 0.19% | 1.68M | 0.00 | 0.00 |
OVID THERAPEUTICS INCSOLE | COM | 2.47M | SH | $769.0K 0.07% | 2.47M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 6.15K | SH | $513.1K 0.04% | 6.15K | 0.00 | 0.00 |
CARGO THERAPEUTICS INCSOLE | COM | 100.95K | SH | $410.9K 0.03% | 100.95K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INCSOLE | COM | 9.49K | SH | $287.6K 0.02% | 9.49K | 0.00 | 0.00 |