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Madison Avenue Partners, LP
Madison Avenue Partners, LP is an opportunistic, value-oriented investment manager headquartered in New York, NY. Founded in 2020, the firm manages approximately $1.9 billion in assets and employs a team of around 7 professionals. Madison Avenue Partners serves a diverse set of institutional clients, including university endowments, hospital systems, and philanthropic foundations. The firm specializes in middle-market investments across various sectors and is committed to creating sustainable value through strategic planning and active management of its portfolio companies.
Investment Strategy
Madison Avenue Partners employs a long-term, flexible investment approach with a global mandate. The firm focuses on middle-market companies, primarily targeting businesses with strong growth potential, proven management teams, and the capability to generate stable cash flows. Investments include both equity and debt financing to support acquisitions, recapitalizations, and strategic initiatives. The firm leverages its expertise across technology, healthcare, consumer goods, and energy, and aims for active involvement in management to drive sustainable growth and maximize value for shareholders. Their opportunistic, value-oriented philosophy is characterized by diligence, patience, and deep industry knowledge, tailored to institutional clients seeking significant, long-term returns.
Latest 13F Filing Activity
Madison Avenue Partners, LP filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $1B. The fund increased holdings in Sandisk Corp., Globus Med Inc., Galapagos NV among other positions. Madison Avenue Partners, LP reduced exposure to PG&E Corp., Solventum Corp., Magnera Corp. among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GHC | GRAHAM HLDGS CO | 15.49% | $232.1M | 245,271 | $555.88 | $946.17 | -$3.6M |
S SOLV | SOLVENTUM CORP | 11.36% | $170.2M | 2,244,344 | $53.79 | $75.84 | -$43.7M |
M MKL | MARKEL GROUP INC | 11.24% | $168.4M | 84,310 | $1869.61 | $1997.36 | -$2.4M |
S SNDK | SANDISK CORP | 10.81% | $161.9M | 3,571,109 | $45.35 | $45.35 | +$161.9M |
I INDV | INDIVIOR PLC | 7.80% | $116.8M | 7,922,178 | $9.96 | $14.74 | +$42.5M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Analyst | New York, NY , United States | |
E Eli Samaha | Managing Partner | New York, NY , United States | |
 | Analyst | Grand Forks, ND , United States | |
S Spencer Kinkelaar | Analyst | New York, NY , United States | |
J Junwoo Kang | Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States |
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