One Madison Group LLC Top Holdings and 13F Report (2026) About One Madison Group LLCInvestment ActivityOne Madison Group LLC has $865.78 million in total holdings as of March 31, 2026.One Madison Group LLC owns shares of 28 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 14.67% of the portfolio was purchased this quarter.About 14.38% of the portfolio was sold this quarter.This quarter, One Madison Group LLC has purchased 27 new stocks and bought additional shares in 13 stocks.One Madison Group LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings XPO $65,504,985Crane $61,477,920Amazon.com $56,232,900Martin Marietta Materials $53,569,880GE VERNOVA INC $52,374,000 Largest New Holdings this Quarter 67066G104 - NVIDIA $27,904,000 Holding31488V107 - FERGUSON ENTERPRISES INC $18,660,800 HoldingG51502105 - Johnson Controls International $12,047,400 Holding184496107 - Clean Harbors $6,927,397 HoldingG4253H101 - JAMES HARDIE INDS PLC $1,445,122 Holding Largest Purchases this Quarter NVIDIA 160,000 shares (about $27.90M)FERGUSON ENTERPRISES INC 80,000 shares (about $18.66M)Martin Marietta Materials 26,000 shares (about $15.31M)Johnson Controls International 92,000 shares (about $12.05M)Sherwin-Williams 27,000 shares (about $8.65M) Largest Sales this Quarter Woodward 16,640 shares (about $5.96M)Take-Two Interactive Software 29,000 shares (about $5.73M)XPO 27,166 shares (about $5.29M)GE VERNOVA INC 6,000 shares (about $5.24M)Datadog 39,100 shares (about $4.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOne Madison Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXPOXPO$65,504,985$5,285,145 â–¼-7.5%336,7007.6%TransportationCRCrane$61,477,920$3,337,920 â–²5.7%359,5207.1%IndustrialsAMZNAmazon.com$56,232,900$7,497,720 â–²15.4%270,0006.5%Retail/WholesaleMLMMartin Marietta Materials$53,569,880$15,305,680 â–²40.0%91,0006.2%ConstructionGE VERNOVA INC$52,374,000$5,237,400 â–¼-9.1%60,0006.0%COMGOOGAlphabet$47,331,900$573,720 â–²1.2%165,0005.5%Computer and TechnologyTTWOTake-Two Interactive Software$42,265,000$5,727,500 â–¼-11.9%214,0004.9%Consumer DiscretionaryLOAR HOLDINGS INC$39,816,550$401,030 â–²1.0%695,0004.6%COM SHSGEGE Aerospace$37,891,808$2,119,762 â–¼-5.3%133,5304.4%AerospaceHLTHilton Worldwide$37,414,003$3,965,203 â–²11.9%123,0404.3%Consumer DiscretionaryWWDWoodward$35,920,851$5,955,789 â–¼-14.2%100,3604.1%AerospaceRACEFerrari$33,845,000$1,692,250 â–¼-4.8%100,0003.9%Auto/Tires/TrucksRBCRBC Bearings$32,587,200$2,715,600 â–²9.1%60,0003.8%IndustrialsAPGAPi Group$30,390,000$2,026,000 â–¼-6.3%750,0003.5%Business ServicesUNPUnion Pacific$28,806,273$4,544,273 â–²18.7%118,7303.3%TransportationNVDANVIDIA$27,904,000$27,904,000 â–²New Holding160,0003.2%Computer and TechnologyNFLXNetflix$24,999,000$192,300 â–²0.8%260,0002.9%Consumer DiscretionarySHWSherwin-Williams$22,438,500$8,654,850 â–²62.8%70,0002.6%Basic MaterialsSPOTSpotify Technology$20,851,130$1,939,640 â–²10.3%43,0002.4%Computer and TechnologyHEIHeico$20,565,000$1,371,000 â–¼-6.3%75,0002.4%AerospaceORLYO'Reilly Automotive$20,308,200$5,538,600 â–²37.5%220,0002.3%Retail/WholesaleFERGUSON ENTERPRISES INC$18,660,800$18,660,800 â–²New Holding80,0002.2%COMMON STOCK NEWDDOGDatadog$16,633,245$4,615,755 â–¼-21.7%140,9001.9%Computer and TechnologyIBKRInteractive Brokers Group$14,713,481$5,323,681 â–²56.7%219,3751.7%FinanceJCIJohnson Controls International$12,047,400$12,047,400 â–²New Holding92,0001.4%ConstructionCLHClean Harbors$6,927,397$6,927,397 â–²New Holding24,1600.8%Business ServicesMETAMeta Platforms$2,860,650$3,432,780 â–¼-54.5%5,0000.3%Computer and TechnologyJAMES HARDIE INDS PLC$1,445,122$1,445,122 â–²New Holding76,3000.2%ORD SHSTDGTransdigm Group$0$25,267,150 â–¼-100.0%00.0%AerospaceSHOPIFY INC$0$20,926,100 â–¼-100.0%00.0%CL A SUB VTG SHSBXBlackstone$0$20,808,900 â–¼-100.0%00.0%FinanceMSFTMicrosoft$0$20,070,230 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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