1y return+14.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $137 against $127 in the S&P 500.2
One Madison Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CRCrane Company | $79.2M | 7.6% | −1.3% |
| XPOXpo Inc | $71.9M | 6.9% | +4.0% |
| AMZNAmazon Com Inc | $71.5M | 6.9% | +11.1% |
| TTWOTake-two Interactive Softwar | $58.7M | 5.6% | +9.8% |
| Johnson Controls InternationCUSIP G51502105 | $58.4M | 5.6% | +334.8% |
| GEVGe Vernova Inc | $56.4M | 5.4% | −20.0% |
| LOARLoar Holdings Inc | $55.6M | 5.3% | |
| RBCRbc Bearings Inc | $51.5M | 5.0% | +33.3% |
| GOOGAlphabet Inc | $51.2M | 4.9% | −12.1% |
| WWDWoodward Inc | $51.1M | 4.9% | +19.6% |
| GEGe Aerospace | $48.2M | 4.6% | −3.4% |
| HLTHilton Worldwide Hldgs Inc | $39.7M | 3.8% | −2.5% |
| Dpc Holdings PLCCUSIP G2R11M108 | $39.2M | 3.8% | New |
| Ferrari N VCUSIP N3167Y103 | $39.1M | 3.8% | +5.0% |
| UNPUnion Pac Corp | $35.4M | 3.4% | +9.5% |
| MLMMartin Marietta Matls Inc | $34.6M | 3.3% | −34.1% |
| APGApi Group Corp | $31.8M | 3.1% | |
| HEIHeico Corp New | $28.5M | 2.7% | +6.7% |
| James Hardie Inds PLCCUSIP G4253H101 | $26.2M | 2.5% | +1210.6% |
| IBKRInteractive Brokers Group In | $21.7M | 2.1% | +13.7% |
| Spotify Technology S ACUSIP L8681T102 | $18.4M | 1.8% | −7.0% |
| SPCXSpace Exploration Techn Corp | $17.1M | 1.6% | New |
| METAMeta Platforms Inc | $16.4M | 1.6% | +482.0% |
| CBRSCerebras Systems Inc | $14.3M | 1.4% | New |
| NFLXNetflix Inc. | $12.1M | 1.2% | −34.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $56.4M |
| GEGe Aerospace | December 31, 2024 | +124.1% | $48.2M |
| IBKRInteractive Brokers Group In | December 31, 2024 | +97.1% | $21.7M |
| WWDWoodward Inc | September 30, 2025 | +68.4% | $51.1M |
| RBCRbc Bearings Inc | September 30, 2025 | +65.0% | $51.5M |
| XPOXpo Inc | December 31, 2024 | +56.5% | $71.9M |
| HEIHeico Corp New | December 31, 2024 | +49.8% | $28.5M |
| CRCrane Company | December 31, 2024 | +47.0% | $79.2M |
| GOOGAlphabet Inc | September 30, 2025 | +45.1% | $51.2M |
| James Hardie Inds PLCCUSIP G4253H101 | March 31, 2026 | +38.2% | $26.2M |
Sold off last quarter
- NVDANvidia Corporation was $27.9M
- FERGFerguson Enterprises Inc was $18.7M
- DDOGDatadog Inc was $16.6M
- CLHClean Harbors Inc was $6.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.7% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | −0.2% | +2.4% |
| September 30, 2025 | −0.1% | +7.8% |
| June 30, 2025 | +25.1% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: One Madison Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1728278&type=13F-HR&dateb=&owner=include&count=40CIK 1728278
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1728278/000142050626001829/Filed August 14, 2026 · accession 0001420506-26-001829