Madison Avenue Partners, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $934 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Graham Holdings CO with a value of $232M, Markel Corp with a value of $168M, Theravance Biopharma, Inc. with a value of $105M, Globus Medical Inc with a value of $101M, and John Wiley & Sons, Inc. with a value of $91.6M.

Examining the 13F form we can see an increase of $159M in the current position value, from $774M to 934M.

Madison Avenue Partners, LP is based out at New York, NY

Below you can find more details about Madison Avenue Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $934 Million
Healthcare: $357 Million
Consumer Defensive: $232 Million
Financial Services: $186 Million
Communication Services: $128 Million
Real Estate: $17 Million
Consumer Cyclical: $14.1 Million
Industrials: $701,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $934 Million
  • Prior Value $774 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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