One Madison Group LLC: 13F holdings
CIK 17282782026Q2
| Positions | 27 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 27 (-1 vs prior quarter) |
|---|
| Reported value | $1.0bn (+20.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CR CRANE COMPANY | 355,000 | $79.2m | 7.6% |
| XPO XPO INC | 350,100 | $71.9m | 6.9% |
| AMZN AMAZON COM INC | 300,000 | $71.5m | 6.9% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 235,000 | $58.7m | 5.6% |
| JOHNSON CONTROLS INTERNATION | 400,000 | $58.4m | 5.6% |
| GEV GE VERNOVA INC | 48,000 | $56.4m | 5.4% |
| LOAR LOAR HOLDINGS INC | 690,000 | $55.6m | 5.3% |
| RBC RBC BEARINGS INC | 80,000 | $51.5m | 5.0% |
| GOOG ALPHABET INC | 145,000 | $51.2m | 4.9% |
| WWD WOODWARD INC | 120,000 | $51.1m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1728278")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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