Madison Investments
Madison Mid Cap Fund
Mid-cap
Mar 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Madison Investments for every strategy.
What it bought and sold
We added to three stocks during the quarter, CDW, Arista Networks, and Floor and Decor.
- ExitedBrown-FormanJun 2025
We also sold our small position in Brown-Forman.
We added one new investment in the quarter, Medpace Holdings.
We added to three stocks during the quarter, CDW, Arista Networks, and Floor and Decor.
We added to three stocks during the quarter, CDW, Arista Networks, and Floor and Decor.
With the risk profile heightened, we decided to sell the position.
Also held
Its investment theses
- Medpace HoldingsJun 2025Medpace Holdings is a rapidly growing contract research organization focused on clinical trial services for small biotech companies, led by a committed founder and with significant growth potential despite current market challenges.
- Kinsale Capital GroupMar 2025Kinsale Capital Group is a fast-growing excess and surplus insurance company with a strong entrepreneurial culture, proprietary technology, and significant growth potential despite recent stock underperformance.
- Trex Company, Inc.Mar 2025Trex is the leading manufacturer of composite decking, benefiting from market share growth due to durability and low maintenance, and is poised to capitalize on the ongoing shift from wood to composite decks.