Fund HoldingsMadison Avenue Partners, LP

Total Portfolio Value
$704.73M
Total Bought
$316.38M
Total Sold
$52.59M
Net Transaction
+$263.78M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SHARKNINJA INC(SN)06,112,191+6,112,1910283,36140.21%+283,361
PFSWEB INC2,633,1892,633,189011,90219,5912.78%+7,689
GRAHAM HLDGS CO(GHC)200,484209,401+8,917114,573122,08117.32%+7,508
2SEVENTY BIO INC01,494,125+1,494,12505,8570.83%+5,857
GOSSAMER BIO INC06,130,268+6,130,26805,1050.72%+5,105
SELECTA BIOSCIENCES INC04,008,019+4,008,01904,2490.60%+4,249
G III APPAREL GROUP LTD(GIII)3,914,8693,188,997-725,87275,44079,47011.28%+4,030
FRANKLIN STR PPTYS CORP2,002,6533,291,443+1,288,7902,9046,0890.86%+3,185
OVID THERAPEUTICS INC3,307,6053,648,509+340,90410,84914,0101.99%+3,161
VESTIS CORPORATION(VSTS)0110,000+110,00002,1230.30%+2,123
INDIVIOR PLC11,20039,087+27,8872679020.13%+635
MERRIMACK PHARMACEUTICALS INC553,085553,08506,8036,8200.97%+17
CENTRAL & EASTERN EUROPE FD211,030211,03001,9121,8150.26%-97
SAFEGUARD SCIENTIFICS INC391,459359,085-32,3746463590.05%-287
MBIA INC420,826420,82603,6363,0340.43%-602
LENSAR INC357,463240,341-117,1221,5197430.11%-777
JAMES RIV GROUP LTD63,8870-63,8871,1670-1,167
INTEGRA LIFESCIENCES HLDS C(IART)924,667964,667+40,00038,03236,8415.23%-1,191
SYLVAMO CORP(SLVM)40,1630-40,1631,6250-1,625
ORION GROUP HLDGS INC4,095,9013,501,281-594,62027,07418,2422.59%-8,832
THERAVANCE BIOPHARMA INC(TBPH)7,012,2267,012,226072,57760,5168.59%-12,061
MASTERBRAND INC(MBC)1,298,6880-1,298,68815,1040-15,104
STAGWELL INC(STGW)7,147,6627,147,662051,53533,5234.76%-18,012
FIRST HORIZON CORPORATION(FHN)1,843,0650-1,843,06520,7710-20,771
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