Filed: 8/14/2025ACC: 0001801265-25-000005
📋 What this filing means
MADISON AVENUE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$1.50B
Total AUM (reported)
66.94M
Total Shares
Allocation by class
COM$602.72M40.2%
COM CL B$232.07M15.5%
CL A$222.88M14.9%
COM SHS$211.22M14.1%
ORD$116.77M7.8%
COM CL A$59.61M4.0%
SPON ADR$52.54M3.5%
Portfolio Concentration
Top 3$570.68M38.1%
4–10$684.25M45.7%
11–25$242.44M16.2%
Rest$432.6K0.0%
Top 3 weight
38.1%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 66.94M
Sole
Full voting authority
66.94M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
GRAHAM HLDGS CO
SOLEShares245.27K
TypeSH
Market value$232.07M
15.49%
Sole
245.27K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares2.24M
TypeSH
Market value$170.21M
11.36%
Sole
2.24M
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares84.31K
TypeSH
Market value$168.40M
11.24%
Sole
84.31K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares3.57M
TypeSH
Market value$161.95M
10.81%
Sole
3.57M
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares7.92M
TypeSH
Market value$116.77M
7.80%
Sole
7.92M
Shared
0.00
None
0.00
THERAVANCE BIOPHARMA INC
SOLEShares9.51M
TypeSH
Market value$104.91M
7.00%
Sole
9.51M
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares1.71M
TypeSH
Market value$101.05M
6.75%
Sole
1.71M
Shared
0.00
None
0.00
WILEY JOHN & SONS INC
SOLEShares2.05M
TypeSH
Market value$91.61M
6.12%
Sole
2.05M
Shared
0.00
None
0.00
SAGE THERAPEUTICS INC
SOLEShares6.08M
TypeSH
Market value$55.42M
3.70%
Sole
6.08M
Shared
0.00
None
0.00
GALAPAGOS NV
SOLEShares1.88M
TypeSH
Market value$52.54M
3.51%
Sole
1.88M
Shared
0.00
None
0.00
MAGNERA CORP
SOLEShares3.34M
TypeSH
Market value$40.40M
2.70%
Sole
3.34M
Shared
0.00
None
0.00
STAGWELL INC
SOLEShares8.01M
TypeSH
Market value$36.06M
2.41%
Sole
8.01M
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares2.69M
TypeSH
Market value$35.93M
2.40%
Sole
2.69M
Shared
0.00
None
0.00
INNOVEX INTERNATIONAL INC
SOLEShares1.77M
TypeSH
Market value$27.62M
1.84%
Sole
1.77M
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares825.80K
TypeSH
Market value$23.54M
1.57%
Sole
825.80K
Shared
0.00
None
0.00
NELNET INC
SOLEShares144.21K
TypeSH
Market value$17.47M
1.17%
Sole
144.21K
Shared
0.00
None
0.00
CARGO THERAPEUTICS INC
SOLEShares4.19M
TypeSH
Market value$17.28M
1.15%
Sole
4.19M
Shared
0.00
None
0.00
CANNAE HLDGS INC
SOLEShares674.25K
TypeSH
Market value$14.06M
0.94%
Sole
674.25K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares1.47M
TypeSH
Market value$12.75M
0.85%
Sole
1.47M
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares1.84M
TypeSH
Market value$5.53M
0.37%
Sole
1.84M
Shared
0.00
None
0.00
FRANKLIN STR PPTYS CORP
SOLEShares2.58M
TypeSH
Market value$4.23M
0.28%
Sole
2.58M
Shared
0.00
None
0.00
ARVINAS INC
SOLEShares500K
TypeSH
Market value$3.68M
0.25%
Sole
500K
Shared
0.00
None
0.00
PLIANT THERAPEUTICS INC
SOLEShares2.23M
TypeSH
Market value$2.59M
0.17%
Sole
2.23M
Shared
0.00
None
0.00
COLUMBUS MCKINNON CORP N Y
SOLEShares45.96K
TypeSH
Market value$701.8K
0.05%
Sole
45.96K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares6.15K
TypeSH
Market value$609.0K
0.04%
Sole
6.15K
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 | $232.07M 15.49% | 245.27K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 2.24M | SH | $170.21M 11.36% | 2.24M | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 84.31K | SH | $168.40M 11.24% | 84.31K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 3.57M | SH | $161.95M 10.81% | 3.57M | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 7.92M | SH | $116.77M 7.80% | 7.92M | 0.00 | 0.00 |
THERAVANCE BIOPHARMA INCSOLE | COM | 9.51M | SH | $104.91M 7.00% | 9.51M | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 1.71M | SH | $101.05M 6.75% | 1.71M | 0.00 | 0.00 |
WILEY JOHN & SONS INCSOLE | CL A | 2.05M | SH | $91.61M 6.12% | 2.05M | 0.00 | 0.00 |
SAGE THERAPEUTICS INCSOLE | COM | 6.08M | SH | $55.42M 3.70% | 6.08M | 0.00 | 0.00 |
GALAPAGOS NVSOLE | SPON ADR | 1.88M | SH | $52.54M 3.51% | 1.88M | 0.00 | 0.00 |
MAGNERA CORPSOLE | COM SHS | 3.34M | SH | $40.40M 2.70% | 3.34M | 0.00 | 0.00 |
STAGWELL INCSOLE | COM CL A | 8.01M | SH | $36.06M 2.41% | 8.01M | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 2.69M | SH | $35.93M 2.40% | 2.69M | 0.00 | 0.00 |
INNOVEX INTERNATIONAL INCSOLE | COM | 1.77M | SH | $27.62M 1.84% | 1.77M | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 825.80K | SH | $23.54M 1.57% | 825.80K | 0.00 | 0.00 |
NELNET INCSOLE | CL A | 144.21K | SH | $17.47M 1.17% | 144.21K | 0.00 | 0.00 |
CARGO THERAPEUTICS INCSOLE | COM | 4.19M | SH | $17.28M 1.15% | 4.19M | 0.00 | 0.00 |
CANNAE HLDGS INCSOLE | COM | 674.25K | SH | $14.06M 0.94% | 674.25K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 1.47M | SH | $12.75M 0.85% | 1.47M | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 1.84M | SH | $5.53M 0.37% | 1.84M | 0.00 | 0.00 |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.58M | SH | $4.23M 0.28% | 2.58M | 0.00 | 0.00 |
ARVINAS INCSOLE | COM | 500K | SH | $3.68M 0.25% | 500K | 0.00 | 0.00 |
PLIANT THERAPEUTICS INCSOLE | COM | 2.23M | SH | $2.59M 0.17% | 2.23M | 0.00 | 0.00 |
COLUMBUS MCKINNON CORP N YSOLE | COM | 45.96K | SH | $701.8K 0.05% | 45.96K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 6.15K | SH | $609.0K 0.04% | 6.15K | 0.00 | 0.00 |
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