One Madison Group LLC
Net buyer this quarter
$1.04B
27
+$21.1M
58.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CR | $79.2M | 7.61% | 0.61% | -1.3% | Q4 2024 |
 XPO | $71.9M | 6.91% | 0.30% | +4.0% | Q4 2024 |
 AMZN | $71.5M | 6.87% | 0.00% | +11.1% | Q4 2024 |
 TTWO | $58.7M | 5.65% | 0.13% | +9.8% | Q4 2024 |
 JCI | $58.4M | 5.62% | 0.07% | +334.8% | Q1 2026 |
 GEV | $56.4M | 5.42% | 0.02% | -20.0% | Q4 2024 |
 LOAR | $55.6M | 5.35% | 0.74% | -0.7% | Q4 2024 |
 RBC | $51.5M | 4.95% | 0.24% | +33.3% | Q3 2025 |
 GOOG | $51.2M | 4.92% | Not reported | -12.1% | Q4 2024 |
 WWD | $51.1M | 4.91% | 0.20% | +19.6% | Q3 2025 |
 GE | $48.2M | 4.63% | 0.01% | -3.4% | Q4 2024 |
 HLT | $39.7M | 3.81% | 0.05% | -2.5% | Q4 2024 |
 DPC | $39.2M | 3.77% | 0.54% | New | Q2 2026 |
 RACE | $39.1M | 3.76% | 0.06% | +5.0% | Q4 2024 |
 UNP | $35.4M | 3.40% | 0.02% | +9.5% | Q3 2025 |
 MLM | $34.6M | 3.33% | 0.10% | -34.1% | Q3 2025 |
 APG | $31.8M | 3.05% | 0.17% | Not reported | Q4 2024 |
 HEI | $28.5M | 2.74% | 0.15% | +6.7% | Q4 2024 |
 JHX | $26.2M | 2.52% | 0.17% | +1210.6% | Q1 2026 |
 IBKR | $21.7M | 2.09% | 0.10% | +13.7% | Q4 2024 |
 SPOT | $18.4M | 1.77% | 0.02% | -7.0% | Q4 2024 |
 SPCX | $17.1M | 1.64% | Not reported | New | Q2 2026 |
 META | $16.4M | 1.58% | Not reported | +482.0% | Q4 2024 |
 CBRS | $14.3M | 1.38% | Not reported | New | Q2 2026 |
 NFLX | $12.1M | 1.17% | 0.00% | -34.6% | Q4 2024 |
 SHW | $10.3M | 0.99% | 0.01% | -57.1% | Q3 2025 |
 ORLY | $1.84M | 0.18% | 0.00% | -90.9% | Q4 2024 |
| Q1 2026 | |||||
| XPO | $65.5M | 7.57% | 0.29% | -7.5% | Q4 2024 |
| CR | $61.5M | 7.10% | 0.62% | +5.7% | Q4 2024 |
| AMZN | $56.2M | 6.50% | 0.00% | +15.4% | Q4 2024 |
| MLM | $53.6M | 6.19% | 0.15% | +40.0% | Q3 2025 |
| GEV | $52.4M | 6.05% | 0.02% | -9.1% | Q4 2024 |
| GOOG | $47.3M | 5.47% | Not reported | +1.2% | Q4 2024 |
| TTWO | $42.3M | 4.88% | 0.12% | -11.9% | Q4 2024 |
| LOAR | $39.8M | 4.60% | 0.74% | +1.0% | Q4 2024 |
| GE | $37.9M | 4.38% | 0.01% | -5.3% | Q4 2024 |
| HLT | $37.4M | 4.32% | 0.05% | +11.9% | Q4 2024 |
| WWD | $35.9M | 4.15% | 0.17% | -14.2% | Q3 2025 |
| RACE | $33.8M | 3.91% | 0.05% | -4.8% | Q4 2024 |
| RBC | $32.6M | 3.76% | 0.18% | +9.1% | Q3 2025 |
| APG | $30.4M | 3.51% | 0.17% | -6.3% | Q4 2024 |
| UNP | $28.8M | 3.33% | 0.02% | +18.7% | Q3 2025 |
 NVDA | $27.9M | 3.22% | 0.00% | Not reported | Q1 2025 |
| NFLX | $25M | 2.89% | 0.01% | +0.8% | Q4 2024 |
| SHW | $22.4M | 2.59% | 0.03% | +62.8% | Q3 2025 |
| SPOT | $20.9M | 2.41% | 0.02% | +10.3% | Q4 2024 |
| HEI | $20.6M | 2.38% | 0.14% | -6.3% | Q4 2024 |
| ORLY | $20.3M | 2.35% | 0.03% | +37.5% | Q4 2024 |
 FERG | $18.7M | 2.16% | 0.04% | New | Q1 2026 |
 DDOG | $16.6M | 1.92% | 0.18% | -21.7% | Q4 2024 |
| IBKR | $14.7M | 1.70% | 0.09% | +56.7% | Q4 2024 |
| JCI | $12M | 1.39% | 0.02% | New | Q1 2026 |
 CLH | $6.93M | 0.80% | 0.05% | New | Q1 2026 |
| META | $2.86M | 0.33% | Not reported | -54.6% | Q4 2024 |
| JHX | $1.45M | 0.17% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| CR | $62.7M | 7.24% | 0.59% | 0.0% | Q4 2024 |
| TTWO | $62.2M | 7.18% | 0.13% | -2.8% | Q4 2024 |
| AMZN | $54M | 6.23% | 0.00% | -10.0% | Q4 2024 |
| GOOG | $51.1M | 5.90% | Not reported | +2.8% | Q4 2024 |
| XPO | $49.5M | 5.71% | 0.31% | -9.0% | Q4 2024 |
| LOAR | $46.8M | 5.40% | 0.73% | +22.2% | Q4 2024 |
| GE | $43.4M | 5.01% | 0.01% | -17.1% | Q4 2024 |
| GEV | $43.1M | 4.98% | 0.02% | -5.7% | Q4 2024 |
| MLM | $40.5M | 4.67% | 0.11% | +1525.0% | Q3 2025 |
| RACE | $38.8M | 4.48% | 0.06% | +16.7% | Q4 2024 |
| WWD | $35.4M | 4.08% | 0.20% | +120.8% | Q3 2025 |
| HLT | $31.6M | 3.65% | 0.05% | +22.2% | Q4 2024 |
| APG | $30.6M | 3.53% | 0.19% | Not reported | Q4 2024 |
| HEI | $25.9M | 2.99% | 0.15% | Not reported | Q4 2024 |
 TDG | $25.3M | 2.92% | 0.03% | -5.0% | Q4 2024 |
| RBC | $24.7M | 2.85% | 0.17% | +137.9% | Q3 2025 |
| DDOG | $24.5M | 2.82% | 0.23% | -28.0% | Q4 2024 |
| NFLX | $24.2M | 2.79% | 0.01% | +3.2% | Q4 2024 |
| UNP | $23.1M | 2.67% | 0.02% | Not reported | Q3 2025 |
| SPOT | $22.6M | 2.61% | 0.02% | -22.0% | Q4 2024 |
 SHOP | $20.9M | 2.41% | 0.03% | -12.2% | Q4 2024 |
 BX | $20.8M | 2.40% | 0.02% | Not reported | Q2 2025 |
 MSFT | $20.1M | 2.32% | 0.00% | +38.3% | Q4 2024 |
| ORLY | $14.6M | 1.68% | 0.02% | +14.3% | Q4 2024 |
| SHW | $13.9M | 1.61% | 0.02% | +95.5% | Q3 2025 |
| IBKR | $9M | 1.04% | 0.05% | -17.7% | Q4 2024 |
| META | $7.26M | 0.84% | Not reported | -72.5% | Q4 2024 |
| Q3 2025 | |||||
| TTWO | $64.6M | 7.08% | 0.14% | -24.2% | Q4 2024 |
| CR | $62.6M | 6.86% | 0.59% | -8.1% | Q4 2024 |
| AMZN | $57.1M | 6.25% | 0.00% | +5.1% | Q4 2024 |
| XPO | $51.7M | 5.66% | 0.34% | -2.4% | Q4 2024 |
| GE | $51.1M | 5.60% | 0.02% | -22.0% | Q4 2024 |
| LOAR | $45M | 4.93% | 0.60% | +4.3% | Q4 2024 |
| RACE | $43.7M | 4.78% | 0.05% | +5.9% | Q4 2024 |
 CART | $43.4M | 4.75% | 0.44% | -32.5% | Q4 2024 |
| GEV | $43M | 4.72% | 0.03% | -17.7% | Q4 2024 |
| GOOG | $38.6M | 4.23% | Not reported | Not reported | Q4 2024 |
| DDOG | $35.6M | 3.90% | 0.32% | Not reported | Q4 2024 |
| SPOT | $34.9M | 3.82% | 0.02% | Not reported | Q4 2024 |
 SNOW | $30.4M | 3.33% | 0.04% | +18.9% | Q4 2024 |
| NFLX | $30M | 3.28% | 0.01% | -3.9% | Q4 2024 |
| META | $29.4M | 3.22% | Not reported | +25.0% | Q4 2024 |
| APG | $27.5M | 3.01% | 0.19% | -24.4% | Q4 2024 |
| TDG | $26.4M | 2.89% | 0.04% | -20.0% | Q4 2024 |
| HEI | $25.8M | 2.83% | 0.15% | -33.3% | Q4 2024 |
| UNP | $23.6M | 2.59% | 0.02% | New | Q3 2025 |
| HLT | $23.3M | 2.56% | 0.04% | -10.0% | Q4 2024 |
| BX | $23.1M | 2.53% | 0.02% | -35.7% | Q2 2025 |
| SHOP | $22M | 2.41% | 0.04% | -47.1% | Q4 2024 |
| MSFT | $15.5M | 1.70% | 0.00% | -51.9% | Q4 2024 |
| ORLY | $15.1M | 1.65% | 0.02% | -22.2% | Q4 2024 |
| WWD | $13.4M | 1.47% | 0.09% | New | Q3 2025 |
| IBKR | $11.7M | 1.28% | 0.07% | -16.7% | Q4 2024 |
| RBC | $9.02M | 0.99% | 0.07% | New | Q3 2025 |
| SHW | $7.62M | 0.83% | 0.01% | New | Q3 2025 |
 GTLB | $3.83M | 0.42% | Not reported | New | Q3 2025 |
| MLM | $2.52M | 0.28% | 0.01% | New | Q3 2025 |
 VMC | $1.23M | 0.13% | 0.00% | New | Q3 2025 |