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One Madison Group - Q1 2026 13F Filings

ON

One Madison Group LLC

CIK: 0001728278
Address: New York New York 3 East 28Th Street
$865.78 M
Portfolio Value
28
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. NVDA Nvidia Corporation
+$27.9 M
2. FERG Ferguson Enterprises
+$18.66 M
3. MLM Martin Marietta Materials
+$15.31 M
4. JCI Johnson Controls International PLC
+$12.05 M
5. SHW The Sherwin-Williams Company
+$8.65 M

Top Sells

Q1 2026
1. TDG Transdigm Group Incorporated
−$25.27 M
2. SHOP Shopify
−$20.93 M
3. BX Blackstone
−$20.81 M
4. MSFT Microsoft Corporation
−$20.07 M
5. WWD Woodward
−$5.96 M

Asset Allocation

Stocks/ETFs
-0.09%
$865.78 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

One Madison Group Q1 2026 Filing Summary

One Madison Group LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 865.78 M reflecting a -0.09% change from the prior quarter, spanning 28 assets. The top 10 holdings comprised 57.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for One Madison Group’s Q1 2026 Filing

One Madison Group submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, One Madison Group reported a managed portfolio value of 865.78 M, consisting of 28 individual positions.

This page displays the raw filing documents. To see which stocks One Madison Group bought or sold during Q1 2026, please visit One Madison Group's Portfolio Analysis page.