One Madison Group LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), One Madison Group LLC reported 27 stock positions worth $1.0 billion. Its top holding was Crane (CR) at 7.6% of the portfolio, followed by Xpo (XPO, 6.9%) and Amazon.com (AMZN, 6.9%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 12 and reduced 11. The biggest buy was Johnson Controls Internation (JCI, shares +335%) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001728278
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001420506-26-001829 ↗ filed Aug 14, 2026
Holdings Value
Holdings 27 stocks · $1.0B
| CR Crane Co. | 7.61% | 355,000 | $79.2M | Reduce -1.3% |
| XPO Xpo Inc. | 6.91% | 350,100 | $71.9M | Add +4.0% |
| AMZN Amazon.com Inc. | 6.87% | 300,000 | $71.5M | Add +11.1% |
| TTWO Take-Two Interactive Softwre | 5.65% | 235,000 | $58.7M | Add +9.8% |
| JCI Johnson Controls Internation | 5.62% | 400,000 | $58.4M | Add +334.8% |
| GEV GE Vernova Inc. | 5.42% | 48,000 | $56.4M | Reduce -20.0% |
| LOAR Loar Holdings Inc. | 5.35% | 690,000 | $55.6M | Reduce -0.7% |
| RBC RBC Bearings Inc. | 4.95% | 80,000 | $51.5M | Add +33.3% |
| GOOG Alphabet Inc. Class C | 4.92% | 145,000 | $51.2M | Reduce -12.1% |
| WWD Woodward Inc. | 4.91% | 120,000 | $51.1M | Add +19.6% |
| GE General Electric filed as GE AEROSPACE | 4.63% | 129,000 | $48.2M | Reduce -3.4% |
| HLT Hilton Worldwide Holdings Inc. | 3.81% | 120,000 | $39.7M | Reduce -2.5% |
| DPC DPC Holdings PLC | 3.77% | 800,000 | $39.2M | New |
| RACE Ferrari NV | 3.76% | 105,000 | $39.1M | Add +5.0% |
| UNP Union Pacific Corp. | 3.40% | 130,000 | $35.4M | Add +9.5% |
| MLM Martin Marietta Materials | 3.33% | 60,000 | $34.6M | Reduce -34.1% |
| APG Api Group Corp. | 3.05% | 750,000 | $31.8M | No change |
| HEI Heico Corp. | 2.74% | 80,000 | $28.5M | Add +6.7% |
| JHX James Hardie Ind PLC | 2.52% | 1,000,000 | $26.2M | Add +1210.6% |
| IBKR Interactive Brokers Gro Class A | 2.09% | 249,500 | $21.7M | Add +13.7% |
| SPOT Spotify Technology SA | 1.77% | 40,000 | $18.4M | Reduce -7.0% |
| SPCX Space Exploration Techn Class A | 1.64% | 100,000 | $17.1M | New |
| META Meta Platforms Inc. Class A | 1.58% | 29,100 | $16.4M | Add +482.0% |
| CBRS Cerebras Systems Inc. Class A | 1.38% | 64,776 | $14.3M | New |
| NFLX Netflix Inc. | 1.17% | 170,000 | $12.1M | Reduce -34.6% |
| SHW The Sherwin-Williams Co. | 0.99% | 30,000 | $10.3M | Reduce -57.1% |
| ORLY O'reilly Automotive Inc. | 0.18% | 20,000 | $1.8M | Reduce -90.9% |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Sold out | 0.00% | −3.22 |
| MLM Martin Marietta Materials | Reduce -34.1% | 3.33% | −2.86 |
| ORLY O'reilly Automotive Inc. | Reduce -90.9% | 0.18% | −2.17 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −2.16 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −1.92 |
| NFLX Netflix Inc. | Reduce -34.6% | 1.17% | −1.72 |
| SHW The Sherwin-Williams Co. | Reduce -57.1% | 0.99% | −1.60 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.80 |
| SPOT Spotify Technology SA | Reduce -7.0% | 1.77% | −0.64 |
| GEV GE Vernova Inc. | Reduce -20.0% | 5.42% | −0.63 |
| GOOG Alphabet Inc. Class C | Reduce -12.1% | 4.92% | −0.54 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -2.5% | 3.81% | −0.51 |
| GE General Electric | Reduce -3.4% | 4.63% | +0.26 |
| CR Crane Co. | Reduce -1.3% | 7.61% | +0.51 |
| LOAR Loar Holdings Inc. | Reduce -0.7% | 5.35% | +0.75 |
Portfolio Buys Q1 2026 → Q2 2026
| JCI Johnson Controls Internation | Add +334.8% | 5.62% | +4.23 |
| DPC DPC Holdings PLC | New | 3.77% | +3.77 |
| JHX James Hardie Ind PLC | Add +1210.6% | 2.52% | +2.35 |
| SPCX Space Exploration Techn Class A | New | 1.64% | +1.64 |
| CBRS Cerebras Systems Inc. Class A | New | 1.38% | +1.38 |
| META Meta Platforms Inc. Class A | Add +482.0% | 1.58% | +1.25 |
| RBC RBC Bearings Inc. | Add +33.3% | 4.95% | +1.19 |
| TTWO Take-Two Interactive Softwre | Add +9.8% | 5.65% | +0.76 |
| WWD Woodward Inc. | Add +19.6% | 4.91% | +0.76 |
| IBKR Interactive Brokers Gro Class A | Add +13.7% | 2.09% | +0.39 |
| AMZN Amazon.com Inc. | Add +11.1% | 6.87% | +0.38 |
| HEI Heico Corp. | Add +6.7% | 2.74% | +0.36 |
| UNP Union Pacific Corp. | Add +9.5% | 3.40% | +0.07 |
| RACE Ferrari NV | Add +5.0% | 3.76% | −0.15 |
| XPO Xpo Inc. | Add +4.0% | 6.91% | −0.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $1.0B | CR, XPO, AMZN, TTWO, JCI |
| Q1 2026 | 28 | $865.8M | XPO, CR, AMZN, MLM, GEV |
| Q4 2025 | 27 | $866.6M | CR, TTWO, AMZN, GOOG, XPO |
| Q3 2025 | 31 | $912.8M | TTWO, CR, AMZN, XPO, GE |
| Q2 2025 | 25 | $948.5M | TTWO, CART, CR, GE, AMZN |
| Q1 2025 | 29 | $765.1M | CART, TTWO, CR, AMZN, RACE |
| Q4 2024 | 29 | $873.4M | CART, CR, AMZN, MRVL, TTWO |