StockDriftsStockDriftsTop 28 One Madison Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO INC | 7.57% | 336.7K | $65.5M | -7.47%(-27.17K) | $118.86(+71.83%) | 2026-03-31 | |
| CR | CRANE COMPANY | 7.1% | 359.5K | $61.5M | +5.74%(+19.52K) | $490.47(-64.96%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.5% | 270.0K | $56.2M | +15.38%(+36.00K) | $205.87(+28.30%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 6.19% | 91.0K | $53.6M | +40.00%(+26.00K) | $618.91(-9.73%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 6.05% | 60.0K | $52.4M | -9.09%(-6.00K) | $291.95(+259.38%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.47% | 165.0K | $47.3M | +1.23%(+2.00K) | $190.40(+106.58%) | 2026-03-31 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.88% | 214.0K | $42.3M | -11.93%(-29.00K) | $176.52(+37.35%) | 2026-03-31 | |
| LOAR | LOAR HOLDINGS INC | 4.6% | 695.0K | $39.8M | +1.02%(+7.00K) | $74.21(-22.66%) | 2026-03-31 | |
| GE | GE AEROSPACE | 4.38% | 133.5K | $37.9M | -5.30%(-7.47K) | $184.23(+52.82%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 4.32% | 123.0K | $37.4M | +11.85%(+13.04K) | $250.46(+26.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.94% | +36.55% |
| Top 20 Holdings Unweighted | +13.16% | +44.89% |
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