One Madison Group LLC

Est. AUM

$865.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	XPO INC	COM	$65.5M	336700	7.57%	SOLE
2	CRANE COMPANY	COMMON STOCK	$61.5M	359520	7.10%	SOLE
3	AMAZON COM INC	COM	$56.2M	270000	6.50%	SOLE
4	MARTIN MARIETTA MATLS INC	COM	$53.6M	91000	6.19%	SOLE
5	GE VERNOVA INC	COM	$52.4M	60000	6.05%	SOLE
6	ALPHABET INC	CAP STK CL C	$47.3M	165000	5.47%	SOLE
7	TAKE-TWO INTERACTIVE SOFTWAR	COM	$42.3M	214000	4.88%	SOLE
8	LOAR HOLDINGS INC	COM SHS	$39.8M	695000	4.60%	SOLE
9	GE AEROSPACE	COM NEW	$37.9M	133530	4.38%	SOLE
10	HILTON WORLDWIDE HLDGS INC	COM	$37.4M	123040	4.32%	SOLE
11	WOODWARD INC	COM	$35.9M	100360	4.15%	SOLE
12	FERRARI N V	COM	$33.8M	100000	3.91%	SOLE
13	RBC BEARINGS INC	COM	$32.6M	60000	3.76%	SOLE
14	API GROUP CORP	COM STK	$30.4M	750000	3.51%	SOLE
15	UNION PAC CORP	COM	$28.8M	118730	3.33%	SOLE
16	NVIDIA CORPORATION	COM	$27.9M	160000	3.22%	SOLE
17	NETFLIX INC.	COM	$25.0M	260000	2.89%	SOLE
18	SHERWIN WILLIAMS CO	COM	$22.4M	70000	2.59%	SOLE
19	SPOTIFY TECHNOLOGY S A	SHS	$20.9M	43000	2.41%	SOLE
20	HEICO CORP NEW	COM	$20.6M	75000	2.38%	SOLE
21	OREILLY AUTOMOTIVE INC	COM	$20.3M	220000	2.35%	SOLE
22	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$18.7M	80000	2.16%	SOLE
23	DATADOG INC	CL A COM	$16.6M	140900	1.92%	SOLE
24	INTERACTIVE BROKERS GROUP IN	COM CL A	$14.7M	219375	1.70%	SOLE
25	JOHNSON CONTROLS INTERNATION	SHS	$12.0M	92000	1.39%	SOLE
26	CLEAN HARBORS INC	COM	$6.9M	24160	0.80%	SOLE
27	META PLATFORMS INC	CL A	$2.9M	5000	0.33%	SOLE
28	JAMES HARDIE INDS PLC	ORD SHS	$1.4M	76300	0.17%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.