Madison Avenue Partners, LP

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$2,327,585
Net value change ($000)
+651,894 (38.9%)
New positions
9
Sold out positions
6
Turnover %
40.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INDV 225,344 NEW
SOLS 135,172 NEW
MOH 110,003 NEW
SNDK 109,029 47.1%
MICC 101,904 NEW
GMED 83,234 57.0%
UNF 58,612 NEW
TBPH 39,091 28.2%
MKL 27,784 17.2%
TPB 26,853 NEW
Top Reduces (Value $000, Stocks/ETFs)
INDV -155,837 -100.0%
NWSA -44,632 -100.0%
AIV -28,685 -100.0%
KROS -26,073 -60.9%
GHC -19,349 -6.7%
CTRI -14,674 -100.0%
WLY -12,234 -25.8%
MAGN -6,235 -18.8%
STGW -5,931 -13.1%
NNI -3,954 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type