Filed: 11/14/2025ACC: 0001801265-25-000008
📋 What this filing means
MADISON AVENUE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $1.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$1.68B
Total AUM (reported)
49.85M
Total Shares
Allocation by class
COM$580.06M34.6%
COM CL B$289.42M17.3%
CL A$270.58M16.1%
COM SHS$193.65M11.6%
ORD$155.84M9.3%
SPON ADR$76.06M4.5%
SPONSORED ADR$64.96M3.9%
Portfolio Concentration
Top 3$681.98M40.7%
4–10$774.18M46.2%
11–25$219.53M13.1%
Top 3 weight
40.7%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 49.85M
Sole
Full voting authority
49.85M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
GRAHAM HLDGS CO
SOLEShares245.83K
TypeSH
Market value$289.42M
17.27%
Sole
245.83K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares2.06M
TypeSH
Market value$231.41M
13.81%
Sole
2.06M
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares84.31K
TypeSH
Market value$161.15M
9.62%
Sole
84.31K
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares6.46M
TypeSH
Market value$155.84M
9.30%
Sole
6.46M
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares2.55M
TypeSH
Market value$145.93M
8.71%
Sole
2.55M
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares1.99M
TypeSH
Market value$145.15M
8.66%
Sole
1.99M
Shared
0.00
None
0.00
THERAVANCE BIOPHARMA INC
SOLEShares9.51M
TypeSH
Market value$138.86M
8.29%
Sole
9.51M
Shared
0.00
None
0.00
GALAPAGOS NV
SOLEShares2.20M
TypeSH
Market value$76.06M
4.54%
Sole
2.20M
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares1.22M
TypeSH
Market value$64.96M
3.88%
Sole
1.22M
Shared
0.00
None
0.00
WILEY JOHN & SONS INC
SOLEShares1.17M
TypeSH
Market value$47.38M
2.83%
Sole
1.17M
Shared
0.00
None
0.00
STAGWELL INC
SOLEShares8.01M
TypeSH
Market value$45.12M
2.69%
Sole
8.01M
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares1.45M
TypeSH
Market value$44.63M
2.66%
Sole
1.45M
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares2.71M
TypeSH
Market value$42.84M
2.56%
Sole
2.71M
Shared
0.00
None
0.00
MAGNERA CORP
SOLEShares2.83M
TypeSH
Market value$33.19M
1.98%
Sole
2.83M
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares3.62M
TypeSH
Market value$28.69M
1.71%
Sole
3.62M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares693.14K
TypeSH
Market value$14.67M
0.88%
Sole
693.14K
Shared
0.00
None
0.00
FRANKLIN STR PPTYS CORP
SOLEShares2.58M
TypeSH
Market value$4.13M
0.25%
Sole
2.58M
Shared
0.00
None
0.00
NELNET INC
SOLEShares31.54K
TypeSH
Market value$3.95M
0.24%
Sole
31.54K
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares417.78K
TypeSH
Market value$1.67M
0.10%
Sole
417.78K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares6.15K
TypeSH
Market value$634.6K
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 | 245.83K | SH | $289.42M 17.27% | 245.83K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 2.06M | SH | $231.41M 13.81% | 2.06M | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 84.31K | SH | $161.15M 9.62% | 84.31K | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 6.46M | SH | $155.84M 9.30% | 6.46M | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 2.55M | SH | $145.93M 8.71% | 2.55M | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 1.99M | SH | $145.15M 8.66% | 1.99M | 0.00 | 0.00 |
THERAVANCE BIOPHARMA INCSOLE | COM | 9.51M | SH | $138.86M 8.29% | 9.51M | 0.00 | 0.00 |
GALAPAGOS NVSOLE | SPON ADR | 2.20M | SH | $76.06M 4.54% | 2.20M | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 1.22M | SH | $64.96M 3.88% | 1.22M | 0.00 | 0.00 |
WILEY JOHN & SONS INCSOLE | CL A | 1.17M | SH | $47.38M 2.83% | 1.17M | 0.00 | 0.00 |
STAGWELL INCSOLE | COM CL A | 8.01M | SH | $45.12M 2.69% | 8.01M | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 1.45M | SH | $44.63M 2.66% | 1.45M | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 2.71M | SH | $42.84M 2.56% | 2.71M | 0.00 | 0.00 |
MAGNERA CORPSOLE | COM SHS | 2.83M | SH | $33.19M 1.98% | 2.83M | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 3.62M | SH | $28.69M 1.71% | 3.62M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 693.14K | SH | $14.67M 0.88% | 693.14K | 0.00 | 0.00 |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.58M | SH | $4.13M 0.25% | 2.58M | 0.00 | 0.00 |
NELNET INCSOLE | CL A | 31.54K | SH | $3.95M 0.24% | 31.54K | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 417.78K | SH | $1.67M 0.10% | 417.78K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 6.15K | SH | $634.6K 0.04% | 6.15K | 0.00 | 0.00 |