MAP
Madison Avenue Partners Portfolio holdings
AUM
$2.33B
1-Year Est. Return
91.62%
This Fund
S&P 500
1 Year Est. Return
+91.62%
AUM
$2.33B
AUM Growth
+$652M
(+39%)
Holding
28
Top Buys
| 1 | +$131M | |
| 2 | +$104M | |
| 3 | +$101M | |
| 4 |
Unifirst Corp
UNF
|
+$51.3M |
| 5 |
Turning Point Brands
TPB
|
+$24.2M |
Top Sells
| 1 | +$126M | |
| 2 | +$44.6M | |
| 3 | +$33.1M | |
| 4 |
AIV
Aimco
AIV
|
+$28.7M |
| 5 |
Centuri Holdings
CTRI
|
+$14.7M |
Sector Composition
| 1 | Healthcare | 42.5% |
| 2 | Consumer Staples | 21.27% |
| 3 | Technology | 14.85% |
| 4 | Financials | 9.15% |
| 5 | Materials | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
News Corp Class A
NWSA
$13.6B
| – | – |
-1,453,322
|
|
||
|
27
Centuri Holdings
CTRI
$3.03B
| – | – |
-693,136
|
|
||
|
ALMS
28
Alumis Inc
ALMS
$3.35B
| – | – |
-417,777
|
|