One Madison Group LLC
One Madison Group LLC reported 27 holdings worth US$1.04B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
One Madison Group LLC reported 27 holdings worth US$1.04B as of Jun 30, 2026. Largest: Crane Company, Xpo, Inc. and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 27
- Value as reported
- US$1.04B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Crane Company | 355K | US$79.2M | 7.6% |
| Xpo, Inc. | 350K | US$71.9M | 6.9% |
| Amazon.com, Inc. | 300K | US$71.5M | 6.9% |
| Take-two Interactive Software, Inc. | 235K | US$58.7M | 5.6% |
| Ge Vernova Inc. | 48,000 | US$56.4M | 5.4% |
| Loar Holdings Inc. | 690K | US$55.6M | 5.3% |
| Rbc Bearings Incorporated | 80,000 | US$51.5M | 5.0% |
| Alphabet Inc (google) Class C | 143K | US$51.2M | 4.9% |
| Woodward, Inc. | 120K | US$51.1M | 4.9% |
| Ge Aerospace | 129K | US$48.2M | 4.6% |
| Hilton Worldwide Holdings Inc. | 120K | US$39.7M | 3.8% |
| Union Pacific Corporation | 130K | US$35.4M | 3.4% |
| Martin Marietta Materials, Inc. | 60,000 | US$34.6M | 3.3% |
| Api Group Corporation | 750K | US$31.8M | 3.1% |
| Heico Corporation | 110K | US$28.5M | 2.7% |
| Interactive Brokers Group, Inc. | 250K | US$21.7M | 2.1% |
| Space Exploration Technologies Corp | 100K | US$17.1M | 1.6% |
| Meta Platforms, Inc. | 29,100 | US$16.4M | 1.6% |
| Cerebras Systems Inc. | 64,776 | US$14.3M | 1.4% |
| Netflix, Inc. | 170K | US$12.1M | 1.2% |
| Sherwin-williams Company (the) | 30,000 | US$10.3M | 0.99% |
| O'reilly Automotive, Inc. | 20,000 | US$1.84M | 0.18% |
| Clean Harbors, Inc. | 0 | US$0 | 0.00% |
| Datadog, Inc. | 0 | US$0 | 0.00% |
| Ferguson Enterprises Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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