One Madison Group
One Madison Group reported 27 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CR (7.6%), XPO (6.9%) and AMZN (6.9%). Compared with Q1 2026, the fund opened new positions in DPC, SPCX and CBRS, added to XPO, AMZN and TTWO, trimmed CR, GEV and LOAR and sold out of NVDA, FERG and DDOG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CR Crane Company | $79.2M | 7.6% | 355K | −4,520 (−1%) | 7 of 7 | |
| 2 |  XPO Xpo Inc | $71.9M | 6.9% | 350K | +13K (+4%) | 7 of 7 | |
| 3 |  AMZN Amazon Com Inc | $71.5M | 6.9% | 300K | +30K (+11%) | 7 of 7 | |
| 4 |  TTWO Take Two Interactive Softwar | $58.7M | 5.7% | 235K | +21K (+10%) | 7 of 7 | |
| 5 |  JCI Johnson Controls Int F | $58.4M | 5.6% | 400K | +308K (+335%) | 2 of 7 | |
| 6 |  GEV GE Vernova Inc | $56.4M | 5.4% | 48K | −12K (−20%) | 7 of 7 | |
| 7 |  LOAR Loar Holdings Inc | $55.6M | 5.3% | 690K | −5,000 (−1%) | 7 of 7 | |
| 8 |  RBC RBC Bearings Inc | $51.5M | 5.0% | 80K | +20K (+33%) | 4 of 7 | |
| 9 |  GOOG Alphabet Inc | $51.2M | 4.9% | 145K | −20K (−12%) | 5 of 7 | |
| 10 |  WWD Woodward Inc | $51.1M | 4.9% | 120K | +20K (+20%) | 4 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →One Madison Group 13F FAQ
What does One Madison Group own?
One Madison Group reported 27 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CR (7.6%), XPO (6.9%) and AMZN (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did One Madison Group buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 12 added to, 11 trimmed and 4 sold out. New positions include DPC, SPCX and CBRS. It sold all of NVDA, FERG and DDOG.
When will One Madison Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is One Madison Group's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.