Madison Avenue Partners, Lp Top Holdings and 13F Report (2025) About Madison Avenue Partners, LpInvestment ActivityMadison Avenue Partners, Lp has $1.50 billion in total holdings as of June 30, 2025.Madison Avenue Partners, Lp owns shares of 26 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 29.39% of the portfolio was purchased this quarter.About 10.58% of the portfolio was sold this quarter.This quarter, Madison Avenue Partners, Lp has purchased 22 new stocks and bought additional shares in 6 stocks.Madison Avenue Partners, Lp sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Graham $232,068,062SOLVENTUM CORP $170,211,049Markel Group $168,397,422SANDISK CORP $161,949,793Indivior $116,772,904 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $161,949,793 Holding379577208 - Globus Medical $101,050,975 Holding36315X101 - Galapagos $52,537,538 Holding492327101 - Keros Therapeutics $35,931,058 Holding601137102 - MILLROSE PPTYS INC $23,543,672 Holding Largest Purchases this Quarter SANDISK CORP 3,571,109 shares (about $161.95M)Globus Medical 1,712,148 shares (about $101.05M)Galapagos 1,877,011 shares (about $52.54M)Keros Therapeutics 2,691,465 shares (about $35.93M)MILLROSE PPTYS INC 825,804 shares (about $23.54M) Largest Sales this Quarter SOLVENTUM CORP 568,673 shares (about $43.13M)Markel Group 7,047 shares (about $14.08M)Nelnet 89,616 shares (about $10.85M)INNOVEX INTERNATIONAL INC 645,611 shares (about $10.08M)Columbus McKinnon 573,382 shares (about $8.76M) 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$232,068,0620.0%245,27115.5%Consumer DiscretionarySOLVENTUM CORP$170,211,049$43,128,160 ▼-20.2%2,244,34411.4%COM SHSMKLMarkel Group$168,397,422$14,075,396 ▼-7.7%84,31011.2%Multi-Sector ConglomeratesSANDISK CORP$161,949,793$161,949,793 ▲New Holding3,571,10910.8%COMINDVIndivior$116,772,904$1,917,512 ▲1.7%7,922,1787.8%MedicalTBPHTheravance Biopharma$104,907,9850.0%9,511,1507.0%MedicalGMEDGlobus Medical$101,050,975$101,050,975 ▲New Holding1,712,1486.7%MedicalWLYJohn Wiley & Sons$91,611,822$6,934,163 ▼-7.0%2,052,6966.1%Consumer StaplesSAGESage Therapeutics$55,422,833$14,585,315 ▲35.7%6,077,0653.7%MedicalGLPGGalapagos$52,537,538$52,537,538 ▲New Holding1,877,0113.5%MedicalMAGNERA CORP$40,395,5800.0%3,344,0052.7%COM SHSSTGWStagwell$36,064,449$3,899,970 ▲12.1%8,014,3222.4%Business ServicesKROSKeros Therapeutics$35,931,058$35,931,058 ▲New Holding2,691,4652.4%MedicalINNOVEX INTERNATIONAL INC$27,616,113$10,084,444 ▼-26.7%1,767,9971.8%COMMILLROSE PPTYS INC$23,543,672$23,543,672 ▲New Holding825,8041.6%COM CL ANNINelnet$17,467,200$10,854,290 ▼-38.3%144,2141.2%FinanceCARGO THERAPEUTICS INC$17,277,739$16,861,817 ▲4,054.1%4,193,6261.2%COMCNNECannae$14,058,113$5,322,296 ▲60.9%674,2500.9%FinanceAIVApartment Investment and Management$12,748,595$12,748,595 ▲New Holding1,473,8260.9%FinanceALUMIS INC$5,526,807$5,526,807 ▲New Holding1,842,2690.4%COMFSPFranklin Street Properties$4,231,785$251,020 ▼-5.6%2,580,3570.3%FinanceARVNArvinas$3,680,000$3,680,000 ▲New Holding500,0000.2%MedicalPLRXPliant Therapeutics$2,586,814$643,764 ▲33.1%2,230,0120.2%MedicalCMCOColumbus McKinnon$701,824$8,755,537 ▼-92.6%45,9610.0%IndustrialsSNSharkNinja$608,9860.0%6,1520.0%Retail/WholesaleOVIDOvid Therapeutics$432,618$380,790 ▼-46.8%1,311,3620.0%MedicalPCGPacific Gas & Electric$0$50,681,000 ▼-100.0%00.0%UtilitiesSLRNAcelyrin$0$10,232,321 ▼-100.0%00.0%MedicalTSVT2seventy bio$0$2,864,681 ▼-100.0%00.0%MedicalACHCAcadia Healthcare$0$287,616 ▼-100.0%00.0%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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