One Madison Group LLC
28 holdingsFiling period: 2026-03-31Current AUM: $979.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XPO | XPO INC | 336.7K | $65.5M | $67.7M | 6.91% | -27,166 | 2026-03-31 |
| 2 | CR | CRANE COMPANY | 359.5K | $61.5M | $76.7M | 7.83% | +19.5K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 270.0K | $56.2M | $73.3M | 7.48% | +36.0K | 2026-03-31 |
| 4 | MLM | MARTIN MARIETTA MATLS INC | 91.0K | $53.6M | $47.8M | 4.88% | +26.0K | 2026-03-31 |
| 5 | GEV | GE VERNOVA INC | 60.0K | $52.4M | $59.4M | 6.06% | -6,000 | 2026-03-31 |
| 6 | GOOG | ALPHABET INC | 165.0K | $47.3M | $58.8M | 6.01% | +2.0K | 2026-03-31 |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 214.0K | $42.3M | $52.0M | 5.31% | -29,000 | 2026-03-31 |
| 8 | LOAR | LOAR HOLDINGS INC | 695.0K | $39.8M | $47.6M | 4.85% | +7.0K | 2026-03-31 |
| 9 | GE | GE AEROSPACE | 133.5K | $37.9M | $48.1M | 4.91% | -7,470 | 2026-03-31 |
| 10 | HLT | HILTON WORLDWIDE HLDGS INC | 123.0K | $37.4M | $39.4M | 4.02% | +13.0K | 2026-03-31 |
| 11 | WWD | WOODWARD INC | 100.4K | $35.9M | $36.2M | 3.69% | -16,640 | 2026-03-31 |
| 12 | — | FERRARI N V | 100.0K | $33.8M | $33.8M | 3.45% | -5,000 | 2026-03-31 |
| 13 | RBC | RBC BEARINGS INC | 60.0K | $32.6M | $33.1M | 3.38% | +5.0K | 2026-03-31 |
| 14 | APG | API GROUP CORP | 750.0K | $30.4M | $29.8M | 3.04% | -50,000 | 2026-03-31 |
| 15 | UNP | UNION PAC CORP | 118.7K | $28.8M | $34.7M | 3.54% | +18.7K | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 160.0K | $27.9M | $32.1M | 3.28% | -- | 2026-03-31 |
| 17 | NFLX | NETFLIX INC. | 260.0K | $25.0M | $18.6M | 1.90% | +2.0K | 2026-03-31 |
| 18 | SHW | SHERWIN WILLIAMS CO | 70.0K | $22.4M | $23.9M | 2.43% | +27.0K | 2026-03-31 |
| 19 | — | SPOTIFY TECHNOLOGY S A | 43.0K | $20.9M | $20.9M | 2.13% | +4.0K | 2026-03-31 |
| 20 | HEI | HEICO CORP NEW | 75.0K | $20.6M | $26.7M | 2.73% | -5,000 | 2026-03-31 |
| 21 | ORLY | OREILLY AUTOMOTIVE INC | 220.0K | $20.3M | $19.7M | 2.01% | +60.0K | 2026-03-31 |
| 22 | FERG | FERGUSON ENTERPRISES INC | 80.0K | $18.7M | $18.7M | 1.91% | -- | 2026-03-31 |
| 23 | DDOG | DATADOG INC | 140.9K | $16.6M | $37.8M | 3.85% | -39,100 | 2026-03-31 |
| 24 | IBKR | INTERACTIVE BROKERS GROUP IN | 219.4K | $14.7M | $19.3M | 1.97% | +79.4K | 2026-03-31 |
| 25 | — | JOHNSON CONTROLS INTERNATION | 92.0K | $12.0M | $12.0M | 1.23% | -- | 2026-03-31 |
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