§ 13F · FUND PROFILE
One Madison Group LLC.
AUM · $1.0B (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$71M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CR | CRANE COMPANY | 355K | $79M | 7.6% | −1% |
| 2 | XPO | XPO INC | 350K | $72M | 6.9% | +4% |
| 3 | AMZN | AMAZON COM INC | 300K | $72M | 6.9% | +11% |
| 4 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 235K | $59M | 5.6% | +10% |
| 5 | JCI | JOHNSON CONTROLS INTERNATION | 400K | $58M | 5.6% | +335% |
| 6 | GEV | GE VERNOVA INC | 48K | $56M | 5.4% | −20% |
| 7 | LOAR | LOAR HOLDINGS INC | 690K | $56M | 5.3% | −1% |
| 8 | RBC | RBC BEARINGS INC | 80K | $52M | 5.0% | +33% |
| 9 | GOOG | ALPHABET INC | 145K | $51M | 4.9% | −12% |
| 10 | WWD | WOODWARD INC | 120K | $51M | 4.9% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ONE SIGNAL
AC read
One Madison Group LLC is a Other fund managing $1.0 billion in assets. The fund runs a focused portfolio of just 27 positions.
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