Madison Avenue Partners, LP
Annual return '25
+2.4%
SPY '25
+17.7%
Alpha
-15.3ptsvs SPY
Invested
$2.3B
Holdings
28
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SNDK
SANDISK CORP
Held since at least Q1 2024
17.1%
02
$GHC
GRAHAM HLDGS CO
Held since at least Q1 2024
11.3%
03
$CPNG
COUPANG INC
Held since at least Q1 2024
7.7%
04
$MICC
MAGNUM ICE CREAM CO NV
Held since at least Q1 2024
7.4%
05
$MKL
MARKEL GROUP INC
Held since at least Q1 2024
7.3%
06
$TBPH
THERAVANCE BIOPHARMA INC
Held since at least Q1 2024
6.7%
07
$ICLR
ICON PLC
Held since at least Q1 2024
6.2%
08
$INDV
INDIVIOR PLC
Held since at least Q1 2024
5.7%
09
$SOLV
SOLVENTUM CORP
Held since at least Q1 2024
5.3%
10
$MOH
MOLINA HEALTHCARE INC
Held since at least Q1 2024
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.