Holders — by stockHoldings — by fund
One Madison Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1728278
$1.04B
disclosed book value
27
positions
7.6%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CRCRANE COMPANY | 355,000 | $79.2M | 7.6% |
| 2 | XPOXPO INC | 350,100 | $71.9M | 6.9% |
| 3 | AMZNAMAZON COM INC | 300,000 | $71.5M | 6.9% |
| 4 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 235,000 | $58.7M | 5.6% |
| 5 | JOHNSON CONTROLS INTERNATION | 400,000 | $58.4M | 5.6% |
| 6 | GEVGE VERNOVA INC | 48,000 | $56.4M | 5.4% |
| 7 | LOARLOAR HOLDINGS INC | 690,000 | $55.6M | 5.3% |
| 8 | RBCRBC BEARINGS INC | 80,000 | $51.5M | 5% |
| 9 | GOOGALPHABET INC | 145,000 | $51.2M | 4.9% |
| 10 | WWDWOODWARD INC | 120,000 | $51.1M | 4.9% |
| 11 | GEGE AEROSPACE | 129,000 | $48.2M | 4.6% |
| 12 | HLTHILTON WORLDWIDE HLDGS INC | 120,000 | $39.7M | 3.8% |
| 13 | DPC HOLDINGS PLC | 800,000 | $39.2M | 3.8% |
| 14 | FERRARI N V | 105,000 | $39.1M | 3.8% |
| 15 | UNPUNION PAC CORP | 130,000 | $35.4M | 3.4% |
| 16 | MLMMARTIN MARIETTA MATLS INC | 60,000 | $34.6M | 3.3% |
| 17 | APGAPI GROUP CORP | 750,000 | $31.8M | 3.1% |
| 18 | HEIHEICO CORP NEW | 80,000 | $28.5M | 2.7% |
| 19 | JAMES HARDIE INDS PLC | 1.0M | $26.2M | 2.5% |
| 20 | IBKRINTERACTIVE BROKERS GROUP IN | 249,500 | $21.7M | 2.1% |
| 21 | SPOTIFY TECHNOLOGY S A | 40,000 | $18.4M | 1.8% |
| 22 | SPCXSPACE EXPLORATION TECHN CORP | 100,000 | $17.1M | 1.6% |
| 23 | METAMETA PLATFORMS INC | 29,100 | $16.4M | 1.6% |
| 24 | CEREBRAS SYSTEMS INC | 64,776 | $14.3M | 1.4% |
| 25 | NFLXNETFLIX INC. | 170,000 | $12.1M | 1.2% |
| 26 | SHWSHERWIN WILLIAMS CO | 30,000 | $10.3M | 1% |
| 27 | ORLYOREILLY AUTOMOTIVE INC | 20,000 | $1.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.