§ 13F · FUND PROFILE
Madison Avenue Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 23Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2327.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 1.43M | $340.4T | 14.6% | NEW |
| 2 | GHC | GRAHAM HLDGS CO | 246K | $270.1T | 11.6% | NEW |
| 3 | GMED | GLOBUS MED INC | 2.62M | $229.2T | 9.8% | NEW |
| 4 | INDV | INDIVIOR PLC | 6.28M | $225.3T | 9.7% | NEW |
| 5 | MKL | MARKEL GROUP INC | 88K | $188.9T | 8.1% | NEW |
| 6 | TBPH | THERAVANCE BIOPHARMA INC | 9.51M | $178.0T | 7.6% | NEW |
| 7 | SOLV | SOLVENTUM CORP | 1.99M | $157.5T | 6.8% | NEW |
| 8 | SOLS | SOLSTICE ADVANCED MATLS INC | 2.78M | $135.2T | 5.8% | NEW |
| 9 | MOH | MOLINA HEALTHCARE INC | 634K | $110.0T | 4.7% | NEW |
| 10 | MICC | MAGNUM ICE CREAM CO NV | 6.43M | $101.9T | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MADISON SIGNAL
AC read
Madison Avenue Partners, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed