One Madison Group LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$866.6M
Holdings
27
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRCRANE COMPANY | 340,000 | $62.7M | 7.24% | |
| 2 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 243,000 | $62.2M | 7.18% | |
| 3 | AMZNAMAZON COM INC | 234,000 | $54.0M | 6.23% | |
| 4 | GOOGALPHABET INC | 163,000 | $51.1M | 5.90% | |
| 5 | XPOXPO INC | 363,866 | $49.5M | 5.71% | |
| 6 | LOARLOAR HOLDINGS INC | 688,000 | $46.8M | 5.40% | |
| 7 | GEGE AEROSPACE | 141,000 | $43.4M | 5.01% | |
| 8 | GEVGE VERNOVA INC | 66,000 | $43.1M | 4.98% | |
| 9 | MLMMARTIN MARIETTA MATLS INC | 65,000 | $40.5M | 4.67% | |
| 10 | RACEFERRARI N V | 105,000 | $38.8M | 4.48% | |
| 11 | WWDWOODWARD INC | 117,000 | $35.4M | 4.08% | |
| 12 | HLTHILTON WORLDWIDE HLDGS INC | 110,000 | $31.6M | 3.65% | |
| 13 | APGAPI GROUP CORP | 800,000 | $30.6M | 3.53% | |
| 14 | HEIHEICO CORP NEW | 80,000 | $25.9M | 2.99% | |
| 15 | T7DTRANSDIGM GROUP INC | 19,000 | $25.3M | 2.92% | |
| 16 | RBCRBC BEARINGS INC | 55,000 | $24.7M | 2.85% | |
| 17 | DDOGDATADOG INC | 180,000 | $24.5M | 2.82% | |
| 18 | NFLXNETFLIX INC | 258,000 | $24.2M | 2.79% | |
| 19 | UNPUNION PAC CORP | 100,000 | $23.1M | 2.67% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 39,000 | $22.6M | 2.61% | |
| 21 | SHOPSHOPIFY INC | 130,000 | $20.9M | 2.41% | |
| 22 | BXBLACKSTONE INC | 135,000 | $20.8M | 2.40% | |
| 23 | MSFTMICROSOFT CORP | 41,500 | $20.1M | 2.32% | |
| 24 | ORLYOREILLY AUTOMOTIVE INC | 160,000 | $14.6M | 1.68% | |
| 25 | SHWSHERWIN WILLIAMS CO | 43,000 | $13.9M | 1.61% | |
| 26 | IBKRINTERACTIVE BROKERS GROUP IN | 140,000 | $9.0M | 1.04% | |
| 27 | METAMETA PLATFORMS INC | 11,000 | $7.3M | 0.84% |