One Madison Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OM One Madison Group LLC | Institutional Filer | ▼ 0.09% | $865.8M | 28 |
Current Portfolio Holdings
Showing all 28 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO Logistics, Inc. | Industrials | 337K | $65.5M | 7.57% |
| 2 | CR | Crane Company | Industrials | 360K | $61.5M | 7.10% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 270K | $56.2M | 6.50% |
| 4 | MLM | Martin Marietta Materials, Inc. | Basic Materials | 91K | $53.6M | 6.19% |
| 5 | GEV | GE Vernova Inc. | Utilities | 60K | $52.4M | 6.05% |
| 6 | GOOG | Alphabet Inc. | Technology | 165K | $47.3M | 5.47% |
| 7 | TTWO | Take-Two Interactive Software, Inc. | Technology | 214K | $42.3M | 4.88% |
| 8 | LOAR | Loar Holdings Inc. | Industrials | 695K | $39.8M | 4.60% |
| 9 | GE | GE Aerospace | Industrials | 134K | $37.9M | 4.38% |
| 10 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | 123K | $37.4M | 4.32% |
| 11 | WWD | Woodward, Inc. | Industrials | 100K | $35.9M | 4.15% |
| 12 | RACE | Ferrari N.V. | Consumer Cyclical | 100K | $33.8M | 3.91% |
| 13 | RBC | RBC Bearings Incorporated | Industrials | 60K | $32.6M | 3.76% |
| 14 | APG | APi Group Corporation | Industrials | 750K | $30.4M | 3.51% |
| 15 | UNP | Union Pacific Corporation | Industrials | 119K | $28.8M | 3.33% |
Showing 1 to 15 of 28 holdings