Madison Avenue Partners, Lp Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Madison Avenue Partners, LpInvestment ActivityMadison Avenue Partners, Lp has $619.86 million in total holdings as of March 31, 2024.Madison Avenue Partners, Lp owns shares of 18 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 22.81% of the portfolio was purchased this quarter.About 42.84% of the portfolio was sold this quarter.This quarter, Madison Avenue Partners, Lp has purchased 19 new stocks and bought additional shares in 4 stocks.Madison Avenue Partners, Lp sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings Graham $161,763,227SharkNinja $112,572,793Theravance Biopharma $62,899,667John Wiley & Sons $52,114,978Hess $45,833,213 Largest New Holdings this Quarter John Wiley & Sons $52,114,978 HoldingGlobus Medical $37,723,725 HoldingNelnet $27,468,660 HoldingHomeStreet $13,620,581 HoldingAtmus Filtration Technologies $2,474,607 Holding Largest Purchases this Quarter John Wiley & Sons 1,366,771 shares (about $52.11M)Globus Medical 703,276 shares (about $37.72M)Nelnet 290,213 shares (about $27.47M)HomeStreet 905,022 shares (about $13.62M)2seventy bio 678,434 shares (about $3.63M) Largest Sales this Quarter SharkNinja 1,874,677 shares (about $116.77M)Merrimack Pharmaceuticals 165,864 shares (about $2.45M)Orion Office REIT 371,036 shares (about $1.30M)Gossamer Bio 913,699 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMadison Avenue Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGHCGraham$161,763,227$1,010,267 ▲0.6%210,71726.1%Consumer DiscretionarySNSharkNinja$112,572,793$116,773,631 ▼-50.9%1,807,23718.2%Consumer DiscretionaryTBPHTheravance Biopharma$62,899,6670.0%7,012,22610.1%MedicalWLYJohn Wiley & Sons$52,114,978$52,114,978 ▲New Holding1,366,7718.4%Consumer StaplesHESHess$45,833,2130.0%300,2707.4%Oils/EnergySTGWStagwell$44,458,4580.0%7,147,6627.2%Business ServicesGMEDGlobus Medical$37,723,725$37,723,725 ▲New Holding703,2766.1%MedicalNNINelnet$27,468,660$27,468,660 ▲New Holding290,2134.4%FinanceHMSTHomeStreet$13,620,581$13,620,581 ▲New Holding905,0222.2%FinanceTSVT2seventy bio$13,017,738$3,629,622 ▲38.7%2,433,2222.1%MedicalOVIDOvid Therapeutics$11,127,9520.0%3,648,5091.8%MedicalONLOrion Office REIT$9,191,037$1,302,336 ▼-12.4%2,618,5291.5%FinanceFSPFranklin Street Properties$7,471,5760.0%3,291,4431.2%FinanceMACKMerrimack Pharmaceuticals$5,719,254$2,449,811 ▼-30.0%387,2210.9%MedicalGOSSGossamer Bio$4,886,112$1,078,165 ▼-18.1%4,140,7730.8%MedicalCEEThe Central and Eastern Europe Fund$4,025,275$1,417,204 ▲54.3%422,8230.6%FinanceINDVIndivior$3,489,211$1,941,509 ▲125.4%162,8950.6%MedicalATMUAtmus Filtration Technologies$2,474,607$2,474,607 ▲New Holding76,7320.4%Industrial ProductsIARTIntegra LifeSciences$0$45,385,894 ▼-100.0%00.0%MedicalGIIIG-III Apparel Group$0$44,959,278 ▼-100.0%00.0%Consumer DiscretionaryVESTIS CORPORATION$0$28,475,157 ▼-100.0%00.0%COM SHSMRTXMirati Therapeutics$0$24,523,836 ▼-100.0%00.0%MedicalSELBSelecta Biosciences$0$401,647 ▼-100.0%00.0%MedicalSFESafeguard Scientifics$0$207,146 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
