StockDriftsStockDriftsTop 24 One Madison Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CR | CRANE COMPANY | 7.61% | 355.0K | $79.2M | -1.26%(-4.52K) | $490.47(-55.48%) | 2026-06-30 | |
| XPO | XPO INC | 6.91% | 350.1K | $71.9M | +3.98%(+13.40K) | $121.80(+73.28%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.87% | 300.0K | $71.5M | +11.11%(+30.00K) | $207.25(+26.73%) | 2026-06-30 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5.65% | 235.0K | $58.7M | +9.81%(+21.00K) | $180.54(+36.79%) | 2026-06-30 | |
| JCI | JOHNSON CONTROLS INTERNATION | 5.62% | 400.0K | $58.4M | +334.78%(+308.00K) | $133.82(+14.81%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 5.42% | 48.0K | $56.4M | -20.00%(-12.00K) | $291.95(+264.18%) | 2026-06-30 | |
| LOAR | LOAR HOLDINGS INC | 5.35% | 690.0K | $55.6M | -0.72%(-5.00K) | $74.21(+4.31%) | 2026-06-30 | |
| RBC | RBC BEARINGS INC | 4.95% | 80.0K | $51.5M | +33.33%(+20.00K) | $456.16(+22.87%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.92% | 145.0K | $51.2M | -12.12%(-20.00K) | $190.40(+80.43%) | 2026-06-30 | |
| WWD | WOODWARD INC | 4.91% | 120.0K | $51.1M | +19.57%(+19.64K) | $284.02(+30.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.15% |
One Madison Group LLC reports $1.04B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are CR (7.6%), XPO (6.9%) and AMZN (6.9%). The top 20 holdings account for 89.31% of reported assets. Its disclosed equity book has returned +32.53% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from One Madison Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1728278). View One Madison Group LLC’s 13F filings on SEC