Madison Avenue Partners, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Madison Avenue Partners, LP reported 15 stock positions worth $944.4 million. Its top holding was Graham Class B (GHC) at 21.7% of the portfolio, followed by Solventum (SOLV, 19.8%) and Wiley (john) & Sons Class A (WLY, 9.7%). Compared with Q3 2024, it opened 2 new positions, sold out of 12, added to 2 and reduced 5. The biggest buy was a new position in Acadia Healthcare (ACHC) and the biggest sale an exit from Liberty Broadband-C (LBRDK).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001801265
- Portfolio Value
- $944.4M (Q4 2024)
- SEC Filing
- 0001801265-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 15 stocks · $944.4M
| GHC Graham Holdings Co. Class B | 21.72% | 235,271 | $205.1M | No change |
| SOLV Solventum Corp. | 19.78% | 2,827,672 | $186.8M | No change |
| WLY Wiley (john) & Sons Class A | 9.71% | 2,096,793 | $91.7M | Reduce -8.4% |
| TBPH Theravance Biopharma Inc. | 9.48% | 9,511,150 | $89.5M | No change |
| ACHC Acadia Healthcare Co. Inc. | 8.08% | 1,925,327 | $76.3M | New |
| EDR Endeavor Group Hold Class A | 7.94% | 2,397,658 | $75.0M | Add +228.3% |
| MAGN Magnera Corp. | 6.55% | 3,406,293 | $61.9M | New |
| STGW Stagwell Inc. | 4.98% | 7,147,662 | $47.0M | No change |
| INDV Indivior Ltd. | 4.83% | 3,673,426 | $45.7M | Reduce -7.3% |
| NNI Nelnet Inc. Class A | 3.28% | 290,213 | $31.0M | No change |
| INVX Innovex International Inc. | 2.49% | 1,686,476 | $23.6M | Add +64.6% |
| FSP Franklin Street Properties C | 0.53% | 2,733,418 | $5.0M | Reduce -16.9% |
| OVID Ovid Therapeutics Inc. | 0.37% | 3,722,627 | $3.5M | Reduce -9.6% |
| TSVT 2SEVENTY Bio Inc. | 0.18% | 579,895 | $1.7M | Reduce -77.4% |
| SN Sharkninja Inc. | 0.06% | 6,152 | $599K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −12.16 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −7.54 |
| QDEL Quidelortho Corp. | Sold out | 0.00% | −4.37 |
| DCO Ducommun Inc. | Sold out | 0.00% | −2.22 |
| NWSA News Corp. Class A | Sold out | 0.00% | −1.06 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −1.03 |
| TSVT 2SEVENTY Bio Inc. | Reduce -77.4% | 0.18% | −0.94 |
| RVNC Revance Therapeutics Inc. | Sold out | 0.00% | −0.65 |
| WLY Wiley (john) & Sons Class A | Reduce -8.4% | 9.71% | −0.54 |
| MODVQ Modivcare Inc. | Sold out | 0.00% | −0.35 |
| NWS News Corp. Class B | Sold out | 0.00% | −0.14 |
| OVID Ovid Therapeutics Inc. | Reduce -9.6% | 0.37% | −0.08 |
| CEE Central and Eastern Europe F | Sold out | 0.00% | −0.08 |
| TALK Talkspace Inc. | Sold out | 0.00% | −0.05 |
| FSP Franklin Street Properties C | Reduce -16.9% | 0.53% | −0.01 |
| ZIMV Zimvie Inc. | Sold out | 0.00% | −0.00 |
| INDV Indivior Ltd. | Reduce -7.3% | 4.83% | +1.25 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $2.3B | GHC, INVH, MKL, CPNG, MICC |
| Q1 2026 | 27 | $2.3B | SNDK, GHC, CPNG, MICC, MKL |
| Q4 2025 | 23 | $2.3B | SNDK, GHC, GMED, INDV, MKL |
| Q3 2025 | 20 | $1.7B | GHC, SNDK, MKL, INDV, GMED |
| Q2 2025 | 26 | $1.5B | GHC, SOLV, MKL, SNDK, INDV |
| Q1 2025 | 22 | $1.2B | GHC, SOLV, MKL, WLY, TBPH |
| Q4 2024 | 15 | $944.4M | GHC, SOLV, WLY, TBPH, ACHC |
| Q3 2024 | 25 | $1.1B | SOLV, GHC, LBRDK, WLY, GMED |
| Q2 2024 | 20 | $791.6M | GHC, SOLV, GMED, TBPH, WLY |
| Q1 2024 | 18 | $619.9M | GHC, SN, TBPH, WLY, HES |