Fund HoldingsMadison Avenue Partners, LP

Total Portfolio Value
$619.86M
Total Bought
$158.58M
Total Sold
$229.66M
Net Transaction
-$71.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WILEY JOHN & SONS INC(WLY)01,366,771+1,366,771052,1158.41%+52,115
GLOBUS MED INC(GMED)0703,276+703,276037,7246.09%+37,724
NELNET INC(NNI)0290,213+290,213027,4694.43%+27,469
GRAHAM HLDGS CO(GHC)209,401210,717+1,316145,852161,76326.10%+15,911
HOMESTREET INC(MCHB)0905,022+905,022013,6212.20%+13,621
2SEVENTY BIO INC1,754,7882,433,222+678,4347,49313,0182.10%+5,525
HESS CORP300,270300,270043,28745,8337.39%+2,546
ATMUS FILTRATION TECHNOLOGIES INC(ATMU)076,732+76,73202,4750.40%+2,475
INDIVIOR PLC72,255162,895+90,6401,1033,4890.56%+2,386
CENTRAL & EASTERN EUROPE FD273,957422,823+148,8662,6714,0250.65%+1,354
GOSSAMER BIO INC5,054,4724,140,773-913,6994,6124,8860.79%+274
SAFEGUARD SCIENTIFICS INC264,0490-264,0492070-207
CARTESIAN THERAPEUTICS INC582,6030-582,6034020-402
OVID THERAPEUTICS INC3,648,5093,648,509011,74811,1281.80%-620
FRANKLIN STR PPTYS CORP3,291,4433,291,44308,4267,4721.21%-955
MERRIMACK PHARMACEUTICALS INC553,085387,221-165,8647,4175,7190.92%-1,698
STAGWELL INC(STGW)7,147,6627,147,662047,38944,4587.17%-2,931
ORION GROUP HLDGS INC2,989,5652,618,529-371,03617,1009,1911.48%-7,909
THERAVANCE BIOPHARMA INC(TBPH)7,012,2267,012,226078,81762,90010.15%-15,918
MIRATI THERAPEUTICS INC417,4270-417,42724,5240-24,524
VESTIS CORPORATION(VSTS)1,346,9800-1,346,98028,4750-28,475
G III APPAREL GROUP LTD(GIII)1,323,1100-1,323,11044,9590-44,959
INTEGRA LIFESCIENCES HLDS C(IART)1,042,1560-1,042,15645,3860-45,386
SHARKNINJA INC(SN)3,681,9141,807,237-1,874,677188,404112,57318.16%-75,831
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