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Madison Avenue Partners, LP

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    23

  • Value ($000)

    $2,327,585

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001801265
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SANDISK CORP

COM
80004C200
$340.44M
15 %

1,434,172

---

GRAHAM HLDGS CO

COM CL B
384637104
$270.07M
12 %

245,829

G
GMED

GLOBUS MED INC

CL A
379577208
$229.17M
10 %

2,624,751

---

INDIVIOR PLC

ORD
45579U109
$225.34M
10 %

6,280,502

M
MKL

MARKEL GROUP INC

COM
570535104
$188.93M
8 %

87,889

---

THERAVANCE BIOPHARMA INC

COM
G8807B106
$177.95M
8 %

9,511,150

S
SOLV

SOLVENTUM CORP

COM SHS
83444M101
$157.53M
7 %

1,988,058

---

SOLSTICE ADVANCED MATLS INC

COM SHS
83443Q103
$135.17M
6 %

2,782,460

M
MOH

MOLINA HEALTHCARE INC

COM
60855R100
$110M
5 %

633,877

---

MAGNUM ICE CREAM CO NV

ORD SHS
N5505D105
$101.9M
4 %

6,429,296

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