Universe · entity
One Madison Group LLC
Institutional manager (13F) · CIK 1728278
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $866M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | XPO INC | $66M | 336,700 |
| 2 | CRANE COMPANY | $61M | 359,520 |
| 3 | AMAZON COM INC | $56M | 270,000 |
| 4 | MARTIN MARIETTA MATLS INC | $54M | 91,000 |
| 5 | GE VERNOVA INC | $52M | 60,000 |
| 6 | ALPHABET INC | $47M | 165,000 |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | $42M | 214,000 |
| 8 | LOAR HOLDINGS INC | $40M | 695,000 |
| 9 | GE AEROSPACE | $38M | 133,530 |
| 10 | HILTON WORLDWIDE HLDGS INC | $37M | 123,040 |
| 11 | WOODWARD INC | $36M | 100,360 |
| 12 | FERRARI N V | $34M | 100,000 |
| 13 | RBC BEARINGS INC | $33M | 60,000 |
| 14 | API GROUP CORP | $30M | 750,000 |
| 15 | UNION PAC CORP | $29M | 118,730 |
| 16 | NVIDIA CORPORATION | $28M | 160,000 |
| 17 | NETFLIX INC. | $25M | 260,000 |
| 18 | SHERWIN WILLIAMS CO | $22M | 70,000 |
| 19 | SPOTIFY TECHNOLOGY S A | $21M | 43,000 |
| 20 | HEICO CORP NEW | $21M | 75,000 |
| 21 | OREILLY AUTOMOTIVE INC | $20M | 220,000 |
| 22 | FERGUSON ENTERPRISES INC | $19M | 80,000 |
| 23 | DATADOG INC | $17M | 140,900 |
| 24 | INTERACTIVE BROKERS GROUP IN | $15M | 219,375 |
| 25 | JOHNSON CONTROLS INTERNATION | $12M | 92,000 |
| 26 | CLEAN HARBORS INC | $7M | 24,160 |
| 27 | META PLATFORMS INC | $3M | 5,000 |
| 28 | JAMES HARDIE INDS PLC | $1M | 76,300 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.