One Madison Group LLC holds a focused book of 28 stocks worth $865.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Nvidia Corp and trimmed Xpo Inc. Their largest long position is Xpo Inc at 8% of the equity book.
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Use Arkolith to show One Madison Group LLC's latest holdings, largest changes, and filing provenance.
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.
96% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Xpo Inc COM | $65.5M | 336.7K | 7.6% | ▼−7.5% Reduced · −27K sh | |
| 2 | Crane Company COMMON STOCK | $61.5M | 359.5K | 7.1% | ▲+5.7% Added · +20K sh | |
| 3 | Amazon Com Inc COM | $56.2M | 270.0K | 6.5% | ▲+15% Added · +36K sh | |
| 4 | Martin Marietta Matls Inc COM | $53.6M | 91.0K | 6.2% | ▲+40% Added · +26K sh | |
| 5 | Ge Vernova Inc COM | $52.4M | 60.0K | 6.0% | ▼−9.1% Reduced · −6K sh | |
| 6 | Alphabet Inc CAP STK CL C | $47.3M | 165.0K | 5.5% | ▲+1.2% Added · +2K sh | |
| 7 | Take-Two Interactive Softwar COM | $42.3M | 214.0K | 4.9% | ▼−12% Reduced · −29K sh | |
| 8 | Loar Holdings Inc COM SHS | $39.8M | 695.0K | 4.6% | ▲+1.0% Added · +7K sh | |
| 9 | Ge Aerospace COM NEW | $37.9M | 133.5K | 4.4% | ▼−5.3% Reduced · −7K sh | |
| 10 | Hilton Worldwide Hldgs Inc COM | $37.4M | 123.0K | 4.3% | ▲+12% Added · +13K sh | |
| 11 | Woodward Inc COM | $35.9M | 100.4K | 4.1% | ▼−14% Reduced · −17K sh | |
| 12 | Ferrari N V COM | $33.8M | 100.0K | 3.9% | ▼−4.8% Reduced · −5K sh | |
| 13 | RBC Bearings Inc COM | $32.6M | 60.0K | 3.8% | ▲+9.1% Added · +5K sh | |
| 14 | Api Group Corp COM STK | $30.4M | 750.0K | 3.5% | ▼−6.3% Reduced · −50K sh | |
| 15 | Union Pac Corp COM | $28.8M | 118.7K | 3.3% | ▲+19% Added · +19K sh | |
| 16 | Nvidia Corporation COM | $27.9M | 160.0K | 3.2% | ▲New New position | |
| 17 | Netflix Inc. COM | $25.0M | 260.0K | 2.9% | ▲+0.8% Added · +2K sh | |
| 18 | Sherwin Williams Co COM | $22.4M | 70.0K | 2.6% | ▲+63% Added · +27K sh | |
| 19 | Spotify Technology S A SHS | $20.9M | 43.0K | 2.4% | ▲+10% Added · +4K sh | |
| 20 | Heico Corp New COM | $20.6M | 75.0K | 2.4% | ▼−6.3% Reduced · −5K sh | |
| 21 | Oreilly Automotive Inc COM | $20.3M | 220.0K | 2.3% | ▲+38% Added · +60K sh | |
| 22 | Ferguson Enterprises Inc COMMON STOCK NEW | $18.7M | 80.0K | 2.2% | ▲New New position | |
| 23 | Datadog Inc CL A COM | $16.6M | 140.9K | 1.9% | ▼−22% Reduced · −39K sh | |
| 24 | Interactive Brokers Group In COM CL A | $14.7M | 219.4K | 1.7% | ▲+57% Added · +79K sh | |
| 25 | Johnson Controls Internation SHS | $12.0M | 92.0K | 1.4% | ▲New New position | |
| 26 | Clean Harbors Inc COM | $6.9M | 24.2K | 0.8% | ▲New New position | |
| 27 | Meta Platforms Inc CL A | $2.9M | 5.0K | 0.3% | ▼−55% Reduced · −6K sh | |
| 28 | James Hardie Inds PLC ORD SHS | $1.4M | 76.3K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.