EdgeMarket › What One Madison Group Llc reported owning
What One Madison Group Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
865.8MPositions
28Quarter
2026-03-31Shown below
28largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| XPO XPO, Inc. | 65.5M | 7.6% | 336.7K | 197.74 | +56.1% |
| CR Crane Co | 61.5M | 7.1% | 359.5K | 208.41 | +9.7% |
| AMZN AMAZON COM INC | 56.2M | 6.5% | 270.0K | 258.63 | +15.6% |
| MLM MARTIN MARIETTA MATERIALS INC | 53.6M | 6.2% | 91.0K | 534.92 | -10.9% |
| GEV GE Vernova Inc. | 52.4M | 6.0% | 60.0K | 956.85 | +58.3% |
| GOOG Alphabet Inc. | 47.3M | 5.5% | 165.0K | 341.75 | +70.7% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 42.3M | 4.9% | 214.0K | 239.62 | +4.8% |
| LOAR Loar Holdings Inc. | 39.8M | 4.6% | 695.0K | 75.00 | +3.6% |
| GE GENERAL ELECTRIC CO | 37.9M | 4.4% | 133.5K | 348.37 | +30.7% |
| HLT Hilton Worldwide Holdings Inc. | 37.4M | 4.3% | 123.0K | 326.63 | +21.0% |
| WWD Woodward, Inc. | 35.9M | 4.1% | 100.4K | 343.26 | +39.4% |
| RACE Ferrari N.V. | 33.8M | 3.9% | 100.0K | 436.54 | -6.8% |
| RBC RBC Bearings INC | 32.6M | 3.8% | 60.0K | 505.63 | +28.7% |
| APG APi Group Corp | 30.4M | 3.5% | 750.0K | 41.16 | +16.2% |
| UNP UNION PACIFIC CORP | 28.8M | 3.3% | 118.7K | 308.05 | +36.5% |
| NVDA NVIDIA CORP | 27.9M | 3.2% | 160.0K | 214.72 | +22.4% |
| NFLX NETFLIX INC | 25.0M | 2.9% | 260.0K | 79.59 | -34.4% |
| SHW SHERWIN WILLIAMS CO | 22.4M | 2.6% | 70.0K | 346.59 | -5.6% |
| SPOT Spotify Technology S.A. | 20.9M | 2.4% | 43.0K | 533.72 | -24.2% |
| HEI HEICO CORP | 20.6M | 2.4% | 75.0K | 355.04 | +15.6% |
| ORLY O REILLY AUTOMOTIVE INC | 20.3M | 2.3% | 220.0K | 89.11 | -14.3% |
| FERG Ferguson Enterprises Inc. /DE/ | 18.7M | 2.2% | 80.0K | 242.24 | +5.1% |
| DDOG Datadog, Inc. | 16.6M | 1.9% | 140.9K | 235.62 | +83.4% |
| IBKR Interactive Brokers Group, Inc. | 14.7M | 1.7% | 219.4K | 93.87 | +50.3% |
| JCI Johnson Controls International plc | 12.0M | 1.4% | 92.0K | 143.05 | +35.0% |
| CLH CLEAN HARBORS INC | 6.9M | 0.8% | 24.2K | 315.98 | +29.5% |
| META Meta Platforms, Inc. | 2.9M | 0.3% | 5.0K | 549.90 | -26.5% |
| JHX James Hardie Industries plc | 1.4M | 0.2% | 76.3K | 30.43 | +63.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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