Back to One Madison Group LLC
Q2 2026 13F filing
Updated 27 days ago27 disclosed positions worth $1B
Portfolio value
$1B
Total holdings
27
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CR CRANE COMPANY | $79.2M | 355.0K | 7.61% | — |
| 2 | W WYNN XPO INC | $71.9M | 350.1K | 6.91% | — |
| 3 | A AMZN AMAZON COM INC | $71.5M | 300.0K | 6.87% | — |
| 4 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $58.7M | 235.0K | 5.65% | — |
| 5 | J JCI JOHNSON CONTROLS INTERNATION | $58.4M | 400.0K | 5.62% | — |
| 6 | G GEV GE VERNOVA INC | $56.4M | 48.0K | 5.42% | — |
| 7 | L LOAR LOAR HOLDINGS INC | $55.6M | 690.0K | 5.35% | — |
| 8 | R RBC RBC BEARINGS INC | $51.5M | 80.0K | 4.95% | — |
| 9 | G GOOGN ALPHABET INC | $51.2M | 145.0K | 4.92% | — |
| 10 | W WWD WOODWARD INC | $51.1M | 120.0K | 4.91% | — |
| 11 | G GE GE AEROSPACE | $48.2M | 129.0K | 4.63% | — |
| 12 | H HLT HILTON WORLDWIDE HLDGS INC | $39.7M | 120.0K | 3.81% | — |
| 13 | D DPC DPC HOLDINGS PLC | $39.2M | 800.0K | 3.77% | — |
| 14 | R RACE FERRARI N V | $39.1M | 105.0K | 3.76% | — |
| 15 | U UNP UNION PAC CORP | $35.4M | 130.0K | 3.40% | — |
| 16 | M MLM MARTIN MARIETTA MATLS INC | $34.6M | 60.0K | 3.33% | — |
| 17 | A APG API GROUP CORP | $31.8M | 750.0K | 3.05% | — |
| 18 | H HEI-A HEICO CORP NEW | $28.5M | 80.0K | 2.74% | — |
| 19 | J JHIUF JAMES HARDIE INDS PLC | $26.2M | 1.00M | 2.52% | — |
| 20 | I IBKR INTERACTIVE BROKERS GROUP IN | $21.7M | 249.5K | 2.09% | — |
| 21 | S SPOT SPOTIFY TECHNOLOGY S A | $18.4M | 40.0K | 1.77% | — |
| 22 | S SPCX SPACE EXPLORATION TECHN CORP | $17.1M | 100.0K | 1.64% | — |
| 23 | M META META PLATFORMS INC | $16.4M | 29.1K | 1.58% | — |
| 24 | C CBRS CEREBRAS SYSTEMS INC | $14.3M | 64.8K | 1.38% | — |
| 25 | N NFLX NETFLIX INC. | $12.1M | 170.0K | 1.17% | — |
| 26 | S SHW SHERWIN WILLIAMS CO | $10.3M | 30.0K | 0.99% | — |
| 27 | O ORLY OREILLY AUTOMOTIVE INC | $1.8M | 20.0K | 0.18% | — |