One Madison Group as of March 31, 2026
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 | 337k | 194.55 | |
| Crane Company Common Stock (CR) | 7.1 | $62M | 360k | 171.00 | |
| Amazon (AMZN) | 6.5 | $56M | 270k | 208.27 | |
| Martin Marietta Materials (MLM) | 6.2 | $54M | 91k | 588.68 | |
| Ge Vernova (GEV) | 6.0 | $52M | 60k | 872.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $47M | 165k | 286.86 | |
| Take-Two Interactive Software (TTWO) | 4.9 | $42M | 214k | 197.50 | |
| Loar Holdings Com Shs (LOAR) | 4.6 | $40M | 695k | 57.29 | |
| Ge Aerospace Com New (GE) | 4.4 | $38M | 134k | 283.77 | |
| Hilton Worldwide Holdings (HLT) | 4.3 | $37M | 123k | 304.08 | |
| Woodward Governor Company (WWD) | 4.1 | $36M | 100k | 357.92 | |
| Ferrari Nv Ord (RACE) | 3.9 | $34M | 100k | 338.45 | |
| RBC Bearings Incorporated (RBC) | 3.8 | $33M | 60k | 543.12 | |
| Api Group Corp Com Stk (APG) | 3.5 | $30M | 750k | 40.52 | |
| Union Pacific Corporation (UNP) | 3.3 | $29M | 119k | 242.62 | |
| NVIDIA Corporation (NVDA) | 3.2 | $28M | 160k | 174.40 | |
| Netflix (NFLX) | 2.9 | $25M | 260k | 96.15 | |
| Sherwin-Williams Company (SHW) | 2.6 | $22M | 70k | 320.55 | |
| Spotify Technology S A SHS (SPOT) | 2.4 | $21M | 43k | 484.91 | |
| HEICO Corporation (HEI) | 2.4 | $21M | 75k | 274.20 | |
| O'reilly Automotive (ORLY) | 2.3 | $20M | 220k | 92.31 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.2 | $19M | 80k | 233.26 | |
| Datadog Cl A Com (DDOG) | 1.9 | $17M | 141k | 118.05 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.7 | $15M | 219k | 67.07 | |
| Johnson Controls Internation SHS (JCI) | 1.4 | $12M | 92k | 130.95 | |
| Clean Harbors (CLH) | 0.8 | $6.9M | 24k | 286.73 | |
| Meta Platforms Cl A (META) | 0.3 | $2.9M | 5.0k | 572.13 | |
| James Hardie Inds Ord Shs (JHX) | 0.2 | $1.4M | 76k | 18.94 |
