Madison Avenue Partners, LP

CIK

1801265

City

NEW YORK

State / Country

Stock

GHC — Graham Holdings Co

Top Portfolio Positions

27 positions · $2,314,782,539 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SNDK	Sandisk Corp Technology	619,010	$393,281,813	16.99%
GHC	Graham Holdings Co Industrials	245,829	$259,905,168	11.23%
CPNG	Coupang, Inc. Consumer Cyclical	9,363,621	$176,785,164	7.64%
MICC	Magnum Ice Cream Co N.V. Consumer Defensive	11,445,529	$171,110,658	7.39%
MKL	Markel Group Inc. Financial Services	87,889	$168,225,689	7.27%
TBPH	Theravance Biopharma, Inc. Healthcare	9,511,150	$154,365,964	6.67%
ICLR	Icon PLC Healthcare	1,282,838	$141,958,853	6.13%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	4,315,162	$131,526,137	5.68%
SOLV	Solventum Corp Healthcare	1,875,736	$122,485,560	5.29%
MOH	Molina Healthcare, Inc. Healthcare	633,877	$84,495,804	3.65%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$259,905,168	245,829	0.0%	Shares	Sole	2026-05-15
2025-12-31	$270,067,739	245,829	0.0%	Shares	Sole	2026-02-17
2025-09-30	$289,416,964	245,829	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$232,068,062	245,271	0.0%	Shares	Sole	2025-08-14
2025-03-31	$235,671,093	245,271	+4.3%	Shares	Sole	2025-05-15
2024-12-31	$205,137,490	235,271	0.0%	Shares	Sole	2025-02-14
2024-09-30	$193,326,886	235,271	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$163,333,732	233,484	+10.8%	Shares	Sole	2024-08-14
2024-03-31	$161,763,226	210,717	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$145,851,984	209,401	0.0%	Shares	Sole	2024-02-16
2023-09-30	$122,080,783	209,401	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$114,572,596	200,484	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$119,396,802	200,384	0.0%	Shares	Sole	2023-05-15
2022-12-31	$121,074,016	200,384	-4.0%	Shares	Sole	2023-02-14
2022-09-30	$112,287,723	208,721	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$116,619,961	205,737	+2.4%	Shares	Sole	2022-08-15
2022-03-31	$122,879,788	200,958	+13.8%	Shares	Sole	2022-05-16
2021-12-31	$111,175,702	176,517	+13.3%	Shares	Sole	2022-02-14
2021-09-30	$91,769,329	155,763	+21.6%	Shares	Sole	2021-11-15
2021-06-30	$81,167,725	128,045	+16.2%	Shares	Sole	2021-08-16
2021-03-31	$61,979,763	110,198	-3.2%	Shares	Sole	2021-05-17
2020-12-31	$60,702,911	113,808	+77.0%	Shares	Sole	2021-02-12
2020-09-30	$25,984,677	64,301	+21.6%	Shares	Sole	2020-11-16
2020-06-30	$18,117,648	52,872	+105.8%	Shares	Sole	2020-08-14
2020-03-31	$8,763,292	25,686	—	Shares	Sole	2020-05-22
No 13F history on record for this holder in this stock.