The Analysis of One Madison Group LLC's Holdings


Currently, One Madison Group LLC holds 27 types of securities in its portfolio with a total value $866.6M. In the most recent quarter, they have increased their positions in MLM (+61.0K shares, valued at $38.0M), NFLX (+233.0K shares, valued at $21.8M), WWD (+64.0K shares, valued at $19.3M); decreased their positions in META (-29.0K shares, valued at $19.1M), DDOG (-70.0K shares, valued at $9.5M), N/A (-29.0K shares, valued at $8.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CR CRANE COMPANY340.0K shares-0.04%2025-12-312026-02-17history
TTWO TAKE-TWO INTERACTIVE SOFTWAR243.0K shares-2.80%2025-12-312026-02-17history
AMZN AMAZON COM INC234.0K shares-10.00%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC163.0K shares2.84%2025-12-312026-02-17history
XPO XPO INC363.9K shares-9.03%2025-12-312026-02-17history
LOAR LOAR HOLDINGS INC688.0K shares22.20%2025-12-312026-02-17history
GE AEROSPACE GE AEROSPACE141.0K shares-17.06%2025-12-312026-02-17history
GEV GE VERNOVA INC66.0K shares-5.71%2025-12-312026-02-17history
Sponsored
MLM MARTIN MARIETTA MATLS INC65.0K shares1525.00%2025-12-312026-02-17history
RACE FERRARI N V105.0K shares16.67%2025-12-312026-02-17history
WWD WOODWARD INC117.0K shares120.75%2025-12-312026-02-17history
HLT HILTON WORLDWIDE HLDGS INC110.0K shares22.22%2025-12-312026-02-17history
APG API GROUP CORP800.0K shares0.00%2025-12-312026-02-17history
HEI HEICO CORP NEW80.0K shares0.00%2025-12-312026-02-17history
TDG TRANSDIGM GROUP INC19.0K shares-5.00%2025-12-312026-02-17history
RBC RBC BEARINGS INC55.0K shares137.86%2025-12-312026-02-17history
Sponsored
DDOG DATADOG INC180.0K shares-28.00%2025-12-312026-02-17history
NFLX NETFLIX INC258.0K shares932.00%2025-12-312026-02-17history
UNP UNION PAC CORP100.0K shares0.00%2025-12-312026-02-17history
SPOT SPOTIFY TECHNOLOGY S A39.0K shares-22.00%2025-12-312026-02-17history
SHOP SHOPIFY INC130.0K shares-12.16%2025-12-312026-02-17history
BLACKSTONE INC BLACKSTONE INC135.0K shares0.00%2025-12-312026-02-17history
MSFT MICROSOFT CORP41.5K shares38.33%2025-12-312026-02-17history
ORLY OREILLY AUTOMOTIVE INC160.0K shares14.29%2025-12-312026-02-17history
Sponsored
SHW SHERWIN WILLIAMS CO43.0K shares95.45%2025-12-312026-02-17history
IBKR INTERACTIVE BROKERS GROUP IN140.0K shares-17.65%2025-12-312026-02-17history
META META PLATFORMS INC11.0K shares-72.50%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available