One Madison Group LLC — 13F holdings

One Madison Group LLC reported 27 holdings worth $1.04B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. CR CRANE COMPANY — $79.2M (7.6%)
  2. XPO XPO INC — $71.9M (6.9%)
  3. AMZN AMAZON COM INC — $71.5M (6.9%)
  4. TTWO TAKE-TWO INTERACTIVE SOFTWAR — $58.7M (5.6%)
  5. JCI JOHNSON CTLS INTL PLC — $58.4M (5.6%)
  6. GEV GE VERNOVA INC — $56.4M (5.4%)
  7. LOAR LOAR HOLDINGS INC — $55.6M (5.3%)
  8. RBC RBC BEARINGS INC — $51.5M (5.0%)
  9. GOOG ALPHABET INC — $51.2M (4.9%)
  10. WWD WOODWARD INC — $51.1M (4.9%)