One Madison Group LLC
CIK: 0001728278SEC EDGAR →
Portfolio Value
$866.6M
Holdings
27
As of
Q4 2025
New Positions
8
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CRANE COMPANY | 340,000 | $62.7M | 7.24% |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | 243,000 | $62.2M | 7.18% |
| 3 | AMAZON COM INC | 234,000 | $54.0M | 6.23% |
| 4 | ALPHABET INC | 163,000 | $51.1M | 5.90% |
| 5 | XPO INC | 363,866 | $49.5M | 5.71% |
| 6 | LOAR HOLDINGS INC | 688,000 | $46.8M | 5.40% |
| 7 | GE AEROSPACE | 141,000 | $43.4M | 5.01% |
| 8 | GE VERNOVA INC | 66,000 | $43.1M | 4.98% |
| 9 | MARTIN MARIETTA MATLS INC | 65,000 | $40.5M | 4.67% |
| 10 | FERRARI N V | 105,000 | $38.8M | 4.48% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 9 | $342.0M | 39.5% |
| Communication Services | 5 | $167.5M | 19.3% |
| Consumer Cyclical | 4 | $139.0M | 16.0% |
| Technology | 3 | $65.5M | 7.6% |
| Basic Materials | 2 | $54.4M | 6.3% |
| Utilities | 1 | $43.1M | 5.0% |
| Financial Services | 2 | $29.8M | 3.4% |
| Unknown | 1 | $25.3M | 2.9% |