Madison Avenue Partners, Lp Top Holdings and 13F Report (2025) About Madison Avenue Partners, LpInvestment ActivityMadison Avenue Partners, Lp has $1.18 billion in total holdings as of March 31, 2025.Madison Avenue Partners, Lp owns shares of 22 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 30.14% of the portfolio was purchased this quarter.About 12.06% of the portfolio was sold this quarter.This quarter, Madison Avenue Partners, Lp has purchased 15 new stocks and bought additional shares in 4 stocks.Madison Avenue Partners, Lp sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Graham $235,671,093SOLVENTUM CORP $213,901,813Markel Group $170,801,961John Wiley & Sons $98,391,421Theravance Biopharma $84,934,570 Largest New Holdings this Quarter 570535104 - Markel Group $170,801,961 Holding69331C108 - PG&E $50,681,000 Holding78667J108 - Sage Therapeutics $35,598,494 Holding199333105 - Columbus McKinnon $10,485,477 Holding00445A100 - Acelyrin $10,232,321 Holding Largest Purchases this Quarter Markel Group 91,357 shares (about $170.80M)PG&E 2,950,000 shares (about $50.68M)Indivior 4,118,663 shares (about $39.25M)Sage Therapeutics 4,477,798 shares (about $35.60M)INNOVEX INTERNATIONAL INC 727,132 shares (about $13.06M) Largest Sales this Quarter Acadia Healthcare 1,915,841 shares (about $58.09M)Nelnet 56,383 shares (about $6.25M)MAGNERA CORP 62,288 shares (about $1.13M)SOLVENTUM CORP 14,655 shares (about $1.11M)Ovid Therapeutics 1,257,004 shares (about $392.06K) 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$235,671,093$9,608,600 ▲4.3%245,27120.0%Consumer DiscretionarySOLVENTUM CORP$213,901,813$1,114,366 ▼-0.5%2,813,01718.2%COM SHSMKLMarkel Group$170,801,961$170,801,961 ▲New Holding91,35714.5%Multi-Sector ConglomeratesWLYJohn Wiley & Sons$98,391,421$4,958,325 ▲5.3%2,208,0668.4%Consumer StaplesTBPHTheravance Biopharma$84,934,5700.0%9,511,1507.2%MedicalINDVIndivior$74,258,608$39,250,858 ▲112.1%7,792,0896.3%MedicalMAGNERA CORP$60,727,131$1,131,150 ▼-1.8%3,344,0055.2%COM SHSPCGPG&E$50,681,000$50,681,000 ▲New Holding2,950,0004.3%UtilitiesINNOVEX INTERNATIONAL INC$43,348,400$13,059,291 ▲43.1%2,413,6083.7%COMSTGWStagwell$43,243,3550.0%7,147,6623.7%Business ServicesSAGESage Therapeutics$35,598,494$35,598,494 ▲New Holding4,477,7983.0%MedicalNNINelnet$25,938,762$6,254,566 ▼-19.4%233,8302.2%FinanceCMCOColumbus McKinnon$10,485,477$10,485,477 ▲New Holding619,3430.9%IndustrialsSLRNAcelyrin$10,232,321$10,232,321 ▲New Holding4,142,6400.9%MedicalCNNECannae$7,679,976$7,679,976 ▲New Holding418,9840.7%FinanceFSPFranklin Street Properties$4,865,4850.0%2,733,4180.4%FinanceTSVT2seventy bio$2,864,6810.0%579,8950.2%MedicalPLRXPliant Therapeutics$2,261,308$2,261,308 ▲New Holding1,675,0430.2%MedicalOVIDOvid Therapeutics$769,028$392,060 ▼-33.8%2,465,6230.1%MedicalSNSharkNinja$513,1380.0%6,1520.0%Retail/WholesaleCARGO THERAPEUTICS INC$410,874$410,874 ▲New Holding100,9520.0%COMACHCAcadia Healthcare$287,616$58,088,396 ▼-99.5%9,4860.0%MedicalEDREndeavor Group$0$75,022,719 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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