One Madison Group LLC — 13F Portfolio

One Madison Group LLC is a New York–based private investment firm that files as an institutional investment manager with the U.S. Securities and Exchange Commission under CIK 0001728278. The firm was founded by Omar M. Asali, a long-time industrials and packaging investor, and has been associated with sponsor and holding-company activities around listed industrial and business-services platforms. Rather than operating as a diversified public-asset manager with multiple commingled products, One Madison Group functions more as a sponsor-led investment vehicle. It has been involved in public-company sponsorship and value-creation efforts in industrial and packaging businesses, with long-duration stakes in those entities forming the core of its 13F-reported exposure. The entity may manage capital for principals, co-investors, and affiliated vehicles, but it is not positioned as a broad-based retail asset manager. One Madison Group files Form 13F because it exercises investment discretion over U.S.-listed equity securities above the SEC’s reporting threshold. Its 13F reports therefore capture the long equity positions held across the firm’s sponsor and investment entities—typically a concentrated set of industrial and related holdings, sometimes including the equity of public platforms it has helped sponsor or develop. These filings do not cover non-U.S. securities, private equity interests, or derivatives that may also be part of the broader capital structure. In a 13F analytics platform, the filings tied to CIK 0001728278 provide the primary factual record of One Madison Group’s public-equity positioning. Organized into a coherent 13F History, they become the starting point for any deeper analysis; only after the raw filing history is established does it make sense to employ a Portfolio Simulator or Backtesting Service to derive a holdings-based Historical Track Record for the disclosed equity sleeve.

One Madison Group LLC’s investment activity is best understood through the lens of sponsor-led, industrially focused value creation. The firm’s principals have a history of working with and investing in established industrial and packaging platforms, often taking significant ownership stakes and engaging with management on strategic direction, capital allocation, and operational initiatives. As reflected in its 13F disclosures, the firm’s approach is characterized by: - Concentration in core positions: A small number of public holdings—often tied to industrial, materials, or packaging-related franchises—account for the majority of disclosed capital. These are typically anchor positions associated with sponsor activity or high-conviction strategic stakes. - Fundamental, business-focused analysis: Security selection emphasizes competitive positioning, cash-generation potential, balance-sheet structure, and the ability to drive value through operational improvement and disciplined capital allocation. The style is closer to private equity applied in a public setting than to high-turnover trading. - Extended holding periods: Core positions are held over multi-year horizons, consistent with a thesis-driven, value-creation mindset. Portfolio activity is driven more by corporate events and structural milestones than by short-term market moves. The 13F portfolio therefore tends not to resemble a benchmark-aware, multi-sector mutual fund. Instead, it reflects sponsor-led stakes and related positions that can result in a very high Top 10 Holdings Concentration. Secondary and opportunistic positions may appear alongside the anchors, but the overall profile remains focused and thematic around One Madison’s industrial and business-services expertise. From an analytical standpoint, the most reliable way to characterize One Madison Group’s public-equity strategy is to examine its 13F Portfolio Composition over time: which issuers persist as core positions, how additional names enter and exit the book, and whether any sector diversification beyond industrials and related fields develops. Once those quarter-end snapshots are assembled, a Portfolio Simulator can replay the holdings, normalized to a user-defined starting notional, to generate a historical replication of the equity sleeve’s capital trajectory, without relying on marketing language.

One Madison Group LLC (CIK 0001728278) stands out in the 13F universe as a sponsor-led, industrially focused private investment firm rather than as a diversified traditional asset manager. Its filings typically show a concentrated set of long-term positions in industrial, packaging, and related businesses, with high Top 10 Holdings Concentration, low turnover, and a clear orientation toward value creation in a limited number of platforms. Within an advanced 13F analytics platform, this profile can be examined rigorously by: - Tracking 13F Portfolio Composition over One Madison’s 13F History to understand how core industrial holdings and any adjunct positions evolve across market and business cycles. - Using a Portfolio Simulator or Backtesting Service to construct a normalized Historical Track Record for the disclosed equity sleeve, providing a holdings-based view of the portfolio’s capital trajectory over time. - Deriving a detailed Volatility Profile and measuring Max Drawdown Depth from that reconstructed series to quantify the trade-off between concentration-driven variability and long-horizon compounding behavior. - Evaluating Alpha Generation vs S&P 500 via Performance Backtests Online or similar tooling, to assess whether the concentrated industrial stakes have historically produced value beyond broad-market exposure, once volatility is taken into account. Because Form 13F captures only long U.S.-listed equities and certain related instruments, all of these analytics describe a single, though important, slice of One Madison Group’s broader capital program, which may also encompass private equity, non-U.S. assets, and structured vehicles. The central diagnostic question for allocators is how this concentrated, industrial-focused public-equity sleeve—when traced through its 13F History and reconstructed capital behavior—responds to shifts in industrial cycles, interest rates, and risk sentiment, and whether that regime sensitivity complements or amplifies exposures already present in their own portfolios.

The risk profile of One Madison Group LLC’s disclosed equity portfolio is dominated by concentration and sector exposure. As a sponsor-driven investor with a narrow set of high-conviction positions, the firm accepts meaningful single-name and industry-specific risk in exchange for the potential upside associated with long-term value creation in targeted businesses. Key risk characteristics observable through the 13F lens include: - Single-name and thematic risk: With a handful of industrial or packaging-related holdings often representing the bulk of disclosed capital, the portfolio is sensitive to company-specific events, regulatory changes, and shifts in end-market demand. - Cyclical exposure: Industrial and packaging businesses are typically exposed to macroeconomic cycles, input-cost dynamics, and capital-spending trends, which can amplify drawdowns in economic slowdowns or risk-off environments. - Low turnover and path dependency: Extended holding periods mean that adverse price movements can translate into substantial interim drawdowns, even when the long-term thesis remains intact. The capital trajectory is therefore more path-dependent than that of a highly diversified index portfolio. By converting One Madison Group’s sequence of 13F filings into a time series of portfolio values—rescaled to an arbitrary starting capital—allocators can empirically assess variability and summarize it as a Volatility Profile. Compared with broad U.S. equity benchmarks, the reconstructed series will often exhibit higher idiosyncratic volatility, reflecting the concentration in a few industrial names rather than the smoothing effect of wide diversification. The same reconstructed path allows direct measurement of Max Drawdown Depth, highlighting the worst peak-to-trough contractions experienced by the disclosed equity sleeve over the observable period. For a sponsor-style investor, these episodes often coincide with cyclical downturns, sector-specific shocks, or company-level events that temporarily impair sentiment or fundamentals. Benchmarking the reconstructed capital path against suitable indices—such as a broad U.S. equity index and, where relevant, industrial or materials sub-indices—supports estimation of risk-adjusted outcomes, including Alpha Generation vs S&P 500. While 13F-based analytics cannot capture any private holdings or off-balance-sheet hedges, they do provide a disciplined, holdings-based view of how the disclosed public-equity sleeve has balanced volatility and incremental equity growth over time.