One Madison Group
NEW YORK, NYfiles as One Madison Group LLC
$1.0bn in 27 US stocks at the end of 30 June 2026. The top 10 are 58.2% of the money. It changed about 20.0% of the portfolio this quarter.
Value
$1.0bn
Stocks
27
Top 10 share
58.2%
Turnover
20.0%
What changed this quarter
New
Bought for the first time this quarter.
- DPC HoldingsDPC3.8% of the fund
- Space Exploration TechnologiesSPCX1.6% of the fund
- Cerebras SystemsCBRS1.4% of the fund
Added
Bought more of a stock they already held.
- XPOXPO6.9% of the fund+4%
- Amazon.comAMZN6.9% of the fund+11%
- Take TWO Interactive SoftwareTTWO5.6% of the fund+10%
- Johnson Controls InternationalJCI5.6% of the fund+335%
- RBC BearingsRBC5.0% of the fund+33%
- WoodwardWWD4.9% of the fund+20%
- FerrariRACE3.8% of the fund+5%
- Union PacificUNP3.4% of the fund+9%
- HeicoHEI2.7% of the fund+7%
- James Hardie IndustriesJHX2.5% of the fund+1211%
- Interactive Brokers GroupIBKR2.1% of the fund+14%
- Meta PlatformsMETA1.6% of the fund+482%
Cut
Sold some of their stake.
- GE VernovaGEV5.4% of the fund-20%
- AlphabetGOOG4.9% of the fund-12%
- General ElectricGE4.6% of the fund-3%
- Hilton Worldwide HoldingsHLT3.8% of the fund-2%
- Martin Marietta MaterialsMLM3.3% of the fund-34%
- Spotify TechnologySPOT1.8% of the fund-7%
- NetflixNFLX1.2% of the fund-35%
- Sherwin-WilliamsSHW1.0% of the fund-57%
- O'Reilly AutomotiveORLY0.2% of the fund-91%
Sold out
Sold their entire stake.
- NvidiaNVDA-100%
- Ferguson EnterprisesFERG-100%
- DatadogDDOG-100%
- Clean HarborsCLH-100%
Holdings
- DPC HoldingsDPC
- Share
- 3.8%
- Value
- $39m
- Shares
- 800,000
New
- Space Exploration TechnologiesSPCX
- Share
- 1.6%
- Value
- $17m
- Shares
- 100,000
New
- Cerebras SystemsCBRS
- Share
- 1.4%
- Value
- $14m
- Shares
- 64,776
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CraneCR | 7.6% | $79m | 355,000 | Held |
| XPOXPO | 6.9% | $72m | 350,100 | +4% |
| Amazon.comAMZN | 6.9% | $72m | 300,000 | +11% |
| Take TWO Interactive SoftwareTTWO | 5.6% | $59m | 235,000 | +10% |
| Johnson Controls InternationalJCI | 5.6% | $58m | 400,000 | +335% |
| GE VernovaGEV | 5.4% | $56m | 48,000 | -20% |
| Loar HoldingsLOAR | 5.3% | $56m | 690,000 | Held |
| RBC BearingsRBC | 5.0% | $52m | 80,000 | +33% |
| AlphabetGOOG | 4.9% | $51m | 145,000 | -12% |
| WoodwardWWD | 4.9% | $51m | 120,000 | +20% |
| General ElectricGE | 4.6% | $48m | 129,000 | -3% |
| Hilton Worldwide HoldingsHLT | 3.8% | $40m | 120,000 | -2% |
| DPC HoldingsDPC | 3.8% | $39m | 800,000 | New |
| FerrariRACE | 3.8% | $39m | 105,000 | +5% |
| Union PacificUNP | 3.4% | $35m | 130,000 | +9% |
| Martin Marietta MaterialsMLM | 3.3% | $35m | 60,000 | -34% |
| APi GroupAPG | 3.1% | $32m | 750,000 | Held |
| HeicoHEI | 2.7% | $28m | 80,000 | +7% |
| James Hardie IndustriesJHX | 2.5% | $26m | 1,000,000 | +1211% |
| Interactive Brokers GroupIBKR | 2.1% | $22m | 249,500 | +14% |
| Spotify TechnologySPOT | 1.8% | $18m | 40,000 | -7% |
| Space Exploration TechnologiesSPCX | 1.6% | $17m | 100,000 | New |
| Meta PlatformsMETA | 1.6% | $16m | 29,100 | +482% |
| Cerebras SystemsCBRS | 1.4% | $14m | 64,776 | New |
| NetflixNFLX | 1.2% | $12m | 170,000 | -35% |
| Sherwin-WilliamsSHW | 1.0% | $10m | 30,000 | -57% |
| O'Reilly AutomotiveORLY | 0.2% | $2m | 20,000 | -91% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 9.7% since 30 June 2025.
Where the money is
Industrials54.6%
Media & telecom15.1%
Retail & consumer14.6%
Materials10.6%
Technology3.0%
Financial services2.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.