Institutions / Madison Avenue International LP
Madison Avenue International LP
CIK 1801265 · Institution · as of Dec 31, 2025
Portfolio value
$2.33B
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sandisk Corp | $340.44M | 14.6% |
| Graham Holdings Co | $270.07M | 11.6% |
| Globus Medical Inc | $229.17M | 9.8% |
| Indivior Pharmaceuticals, Inc. | $225.34M | 9.7% |
| Markel Group Inc | $188.93M | 8.1% |
| Theravance Biopharma Inc | $177.95M | 7.6% |
| Solventum Corp | $157.53M | 6.8% |
| Solstice Advanced Materials Inc. | $135.17M | 5.8% |
| Molina Healthcare Inc | $110.00M | 4.7% |
| Magnum Ice Cream Co NV | $101.90M | 4.4% |
| Galapagos NV | $72.37M | 3.1% |
| British Amern Tob PLC | $69.29M | 3.0% |
| Unifirst Corp | $58.61M | 2.5% |
| Stagwell IncSTGW | $39.19M | 1.7% |
| John Wiley & Sons Inc | $35.14M | 1.5% |
| Magnera Corp | $26.96M | 1.2% |
| Turning Point Brands, Inc. | $26.85M | 1.2% |
| Central Bancompany, Inc.CBC | $23.97M | 1.0% |
| Keros Therapeutics, Inc. | $16.77M | 0.7% |
| Sinclair, Inc. | $13.92M | 0.6% |
| Workiva Inc | $5.17M | 0.2% |
| Franklin Street Properties Corp /MaFSP | $2.13M | 0.1% |
| Sharkninja Inc | $688.4K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.