One Madison Group
Latest statistics and disclosures from One Madison Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XPO, CR, AMZN, MLM, GEV, and represent 33.40% of One Madison Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$28M), FERG (+$19M), MLM (+$15M), JCI (+$12M), SHW (+$8.7M), AMZN (+$7.5M), CLH (+$6.9M), ORLY (+$5.5M), IBKR (+$5.3M), UNP.
- Started 5 new stock positions in CLH, JCI, JHX, FERG, NVDA.
- Reduced shares in these 10 stocks: TDG (-$25M), SHOP (-$21M), BX (-$21M), MSFT (-$20M), WWD (-$6.0M), TTWO (-$5.7M), XPO (-$5.3M), GEV (-$5.2M), DDOG, META.
- Sold out of its positions in BX, MSFT, SHOP, TDG.
- One Madison Group was a net buyer of stock by $2.4M.
- One Madison Group has $866M in assets under management (AUM), dropping by -0.09%.
- Central Index Key (CIK): 0001728278
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Portfolio Holdings for One Madison Group
One Madison Group holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 7.6 | $66M | -7% | 337k | 194.55 |
|
| Crane Company Common Stock (CR) | 7.1 | $62M | +5% | 360k | 171.00 |
|
| Amazon (AMZN) | 6.5 | $56M | +15% | 270k | 208.27 |
|
| Martin Marietta Materials (MLM) | 6.2 | $54M | +40% | 91k | 588.68 |
|
| Ge Vernova (GEV) | 6.0 | $52M | -9% | 60k | 872.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $47M | 165k | 286.86 |
|
|
| Take-Two Interactive Software (TTWO) | 4.9 | $42M | -11% | 214k | 197.50 |
|
| Loar Holdings Com Shs (LOAR) | 4.6 | $40M | 695k | 57.29 |
|
|
| Ge Aerospace Com New (GE) | 4.4 | $38M | -5% | 134k | 283.77 |
|
| Hilton Worldwide Holdings (HLT) | 4.3 | $37M | +11% | 123k | 304.08 |
|
| Woodward Governor Company (WWD) | 4.1 | $36M | -14% | 100k | 357.92 |
|
| Ferrari Nv Ord (RACE) | 3.9 | $34M | -4% | 100k | 338.45 |
|
| RBC Bearings Incorporated (RBC) | 3.8 | $33M | +9% | 60k | 543.12 |
|
| Api Group Corp Com Stk (APG) | 3.5 | $30M | -6% | 750k | 40.52 |
|
| Union Pacific Corporation (UNP) | 3.3 | $29M | +18% | 119k | 242.62 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $28M | NEW | 160k | 174.40 |
|
| Netflix (NFLX) | 2.9 | $25M | 260k | 96.15 |
|
|
| Sherwin-Williams Company (SHW) | 2.6 | $22M | +62% | 70k | 320.55 |
|
| Spotify Technology S A SHS (SPOT) | 2.4 | $21M | +10% | 43k | 484.91 |
|
| HEICO Corporation (HEI) | 2.4 | $21M | -6% | 75k | 274.20 |
|
| O'reilly Automotive (ORLY) | 2.3 | $20M | +37% | 220k | 92.31 |
|
| Ferguson Enterprises Common Stock New (FERG) | 2.2 | $19M | NEW | 80k | 233.26 |
|
| Datadog Cl A Com (DDOG) | 1.9 | $17M | -21% | 141k | 118.05 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 1.7 | $15M | +56% | 219k | 67.07 |
|
| Johnson Controls Internation SHS (JCI) | 1.4 | $12M | NEW | 92k | 130.95 |
|
| Clean Harbors (CLH) | 0.8 | $6.9M | NEW | 24k | 286.73 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.9M | -54% | 5.0k | 572.13 |
|
| James Hardie Inds Ord Shs (JHX) | 0.2 | $1.4M | NEW | 76k | 18.94 |
|
Past Filings by One Madison Group
SEC 13F filings are viewable for One Madison Group going back to 2025
- One Madison Group 2026 Q1 filed May 15, 2026
- One Madison Group 2025 Q4 filed Feb. 17, 2026