One Madison Group LLC
Top Portfolio Positions
27 positions ·
$818,450,293 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XPO |
XPO, Inc.
Industrials
|
336,700 | $65,504,985 | 8.00% | |
| CR |
Crane Co
Industrials
|
359,520 | $61,477,920 | 7.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
270,000 | $56,232,900 | 6.87% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
91,000 | $53,569,880 | 6.55% | |
| GEV |
GE Vernova Inc.
Industrials
|
60,000 | $52,374,000 | 6.40% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
214,000 | $42,265,000 | 5.16% | |
| LOAR |
Loar Holdings Inc.
Industrials
|
695,000 | $39,816,550 | 4.86% | |
| GE |
General Electric Co
Industrials
|
133,530 | $37,891,808 | 4.63% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
123,040 | $37,414,003 | 4.57% | |
| WWD |
Woodward, Inc.
Industrials
|
100,360 | $35,920,851 | 4.39% |
Portfolio Trend
6 quarters · across all stocks
Holdings in RACE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,845,000 | 100,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,803,800 | 105,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,669,800 | 90,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,712,900 | 85,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,788,000 | 100,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,608,200 | 105,000 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||