MADISON AVENUE PARTNERS, LP
MADISON AVENUE PARTNERS, LP runs MADISON AVENUE PARTNERS, LP and currently holds 25 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.32B. Their top holdings are GHC, INVH, MKL, CPNG, MICC. The top five represent 49.9% of reported portfolio weight. MADISON AVENUE PARTNERS, LP ranks #22 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MADISON AVENUE PARTNERS, LP initiated 6 new positions. They added to 7 existing positions. They trimmed 8 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
25 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GHC GRAHAM HLDGS CO | 12.11% | $558.57 | $1,168.62 | +109.22% | Added +0.22% |
INVH INVITATION HOMES INC | 10.84% | $30.21 | $30.11 | -0.35% | New Buy |
MKL MARKEL GROUP INC | 9.44% | $1,896.68 | $1,795.90 | -5.31% | Added +27.80% |
CPNG COUPANG INC | 9.31% | $18.51 | $16.45 | -11.13% | Added +33.04% |
MICC MAGNUM ICE CREAM CO NV | 8.16% | $15.46 | $19.96 | +29.11% | Trimmed -4.83% |
TBPH THERAVANCE BIOPHARMA INC | 6.74% | $8.42 | $17.01 | +102.02% | Trimmed -3.14% |
SOLV SOLVENTUM CORP | 5.78% | $53.79 | $89.54 | +66.46% | Trimmed -7.17% |
STAA STAAR SURGICAL CO | 5.16% | $22.85 | $23.14 | +1.27% | Added +71.02% |
INDV INDIVIOR PLC | 5.08% | $35.88 | $36.87 | +2.76% | Trimmed -33.39% |
GLPG LAKEFRONT BIOTHERAPEUTICS NV | 4.45% | $29.34 | $27.98 | -4.64% | Added +39.86% |
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