Institutional Fund
One Madison Group LLC
New York, NYCIK 17282785 filings on record
Portfolio Value
$865.78M
Q1 2026
Holdings
28
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.1%
from $866.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Xpo Inc7.6%
- Crane Company7.1%
- Amazon Com Inc6.5%
- Martin Marietta Matls Inc6.2%
- Ge Vernova Inc6.0%
- Alphabet Inc5.5%
- Other61.1%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Xpo Inc | 336.7K | $65.50M | 7.6% | −27.2K | Reduced |
| 2 | Crane Company | 359.5K | $61.48M | 7.1% | +19.5K | Added |
| 3 | Amazon Com Inc | 270.0K | $56.23M | 6.5% | +36.0K | Added |
| 4 | Martin Marietta Matls Inc | 91.0K | $53.57M | 6.2% | +26.0K | Added |
| 5 | Ge Vernova Inc | 60.0K | $52.37M | 6.0% | −6.0K | Reduced |
| 6 | Alphabet Inc | 165.0K | $47.33M | 5.5% | +2.0K | Added |
| 7 | Take-Two Interactive Softwar | 214.0K | $42.27M | 4.9% | −29.0K | Reduced |
| 8 | Loar Holdings Inc | 695.0K | $39.82M | 4.6% | +7.0K | Added |
| 9 | Ge Aerospace | 133.5K | $37.89M | 4.4% | −7.5K | Reduced |
| 10 | Hilton Worldwide Hldgs Inc | 123.0K | $37.41M | 4.3% | +13.0K | Added |
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