One Madison Group LLC holds a focused book of 27 reported positions worth $1.0B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter DPC Holdings PLC first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they trimmed Crane Co. Their largest long position is Crane Co at 8% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as One Madison Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| StepStone Group LP | 2 / 27 | $1.9B |
| Darsana Capital Partners LP | 3 / 27 | $18.1B |
| Dan Sundheim | 11 / 27 | $24.2B |
| GCM Grosvenor Holdings, LLC | 2 / 27 | $1.5B |
| Gray Foundation | 2 / 27 | $281.4M |
| Arrow Capital Management, LLC | 8 / 27 | $111.4M |
| Skye Global Management LP | 8 / 27 | $3.1B |
| Lionstone Capital Management LLC | 3 / 27 | $254.1M |
Ranked by the share of each fund's own book sitting in the names it shares with One Madison Group LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Crane Company COMMON STOCK | $79.2M | 355.0K | 7.6% | ▼−1.3% Reduced · −5K sh | |
| 2 | Xpo Inc COM | $71.9M | 350.1K | 6.9% | ▲+4.0% Added · +13K sh | |
| 3 | Amazon Com Inc COM | $71.5M | 300.0K | 6.9% | ▲+11% Added · +30K sh | |
| 4 | Take-Two Interactive Softwar COM | $58.7M | 235.0K | 5.6% | ▲+9.8% Added · +21K sh | |
| 5 | Johnson Controls Internation SHS | $58.4M | 400.0K | 5.6% | ▲+335% Added · +308K sh | |
| 6 | Ge Vernova Inc COM | $56.4M | 48.0K | 5.4% | ▼−20% Reduced · −12K sh | |
| 7 | Loar Holdings Inc COM SHS | $55.6M | 690.0K | 5.3% | ▼−0.7% Reduced · −5K sh | |
| 8 | RBC Bearings Inc COM | $51.5M | 80.0K | 5.0% | ▲+33% Added · +20K sh | |
| 9 | Alphabet Inc CAP STK CL C | $51.2M | 145.0K | 4.9% | ▼−12% Reduced · −20K sh | |
| 10 | Woodward Inc COM | $51.1M | 120.0K | 4.9% | ▲+20% Added · +20K sh | |
| 11 | Ge Aerospace COM NEW | $48.2M | 129.0K | 4.6% | ▼−3.4% Reduced · −5K sh | |
| 12 | Hilton Worldwide Hldgs Inc COM | $39.7M | 120.0K | 3.8% | ▼−2.5% Reduced · −3K sh | |
| 13 | DPC Holdings PLC ORDINARY SHARES | $39.2M | 800.0K | 3.8% | →Listed Newly reportable | |
| 14 | Ferrari N V COM | $39.1M | 105.0K | 3.8% | ▲+5.0% Added · +5K sh | |
| 15 | Union Pac Corp COM | $35.4M | 130.0K | 3.4% | ▲+9.5% Added · +11K sh | |
| 16 | Martin Marietta Matls Inc COM | $34.6M | 60.0K | 3.3% | ▼−34% Reduced · −31K sh | |
| 17 | Api Group Corp COM STK | $31.8M | 750.0K | 3.1% | —Held | |
| 18 | Heico Corp New COM | $28.5M | 80.0K | 2.7% | ▲+6.7% Added · +5K sh | |
| 19 | James Hardie Inds PLC ORD SHS | $26.2M | 1.00M | 2.5% | ▲13× Added · +924K sh | |
| 20 | Interactive Brokers Group In COM CL A | $21.7M | 249.5K | 2.1% | ▲+14% Added · +30K sh | |
| 21 | Spotify Technology S A SHS | $18.4M | 40.0K | 1.8% | ▼−7.0% Reduced · −3K sh | |
| 22 | Space Exploration Techn Corp CLASS A COM STK | $17.1M | 100.0K | 1.6% | →Listed Newly reportable | |
| 23 | Meta Platforms Inc CL A | $16.4M | 29.1K | 1.6% | ▲+482% Added · +24K sh | |
| 24 | Cerebras Systems Inc COM CL A | $14.3M | 64.8K | 1.4% | →Listed Newly reportable | |
| 25 | Netflix Inc. COM | $12.1M | 170.0K | 1.2% | ▼−35% Reduced · −90K sh | |
| 26 | Sherwin Williams Co COM | $10.3M | 30.0K | 1.0% | ▼−57% Reduced · −40K sh | |
| 27 | Oreilly Automotive Inc COM | $1.8M | 20.0K | 0.2% | ▼−91% Reduced · −200K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.