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One Madison Group LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
27
-4
New Purchases
0
Added To
0
Closed
27
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $0 0%
Large Cap 19 $0 0%
Mid Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$533.6B
Median Market Cap
$76.2B
Avg P/E
40.6
Median P/E
33.4
Avg Dividend Yield
0.01%
Avg Beta
1.24
# Stocks
27
# ETFs / Funds
0

Top Holdings (27 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RACE —% -$39M -105,000 -100.0% SOLD
2 HLT —% -$32M -110,000 -100.0% SOLD
3 GE —% -$43M -141,000 -100.0% SOLD
4 SPOT —% -$23M -39,000 -100.0% SOLD
5 CR —% -$63M -340,000 -100.0% SOLD
6 GEV —% -$43M -66,000 -100.0% SOLD
7 SHW —% -$14M -43,000 -100.0% SOLD
8 LOAR —% -$47M -688,000 -100.0% SOLD
9 BX —% -$21M -135,000 -100.0% SOLD
10 TDG —% -$25M -19,000 -100.0% SOLD
11 UNP —% -$23M -100,000 -100.0% SOLD
12 MLM —% -$40M -65,000 -100.0% SOLD
13 APG —% -$31M -800,000 -100.0% SOLD
14 RBC —% -$25M -55,000 -100.0% SOLD
15 HEI —% -$26M -80,000 -100.0% SOLD
16 XPO —% -$49M -363,866 -100.0% SOLD
17 IBKR —% -$9M -140,000 -100.0% SOLD
18 DDOG —% -$24M -180,000 -100.0% SOLD
19 AMZN —% -$54M -234,000 -100.0% SOLD
20 META —% -$7M -11,000 -100.0% SOLD
21 TTWO —% -$62M -243,000 -100.0% SOLD
22 ORLY —% -$15M -160,000 -100.0% SOLD
23 SHOP —% -$21M -130,000 -100.0% SOLD
24 GOOG —% -$51M -163,000 -100.0% SOLD
25 MSFT —% -$20M -41,500 -100.0% SOLD
26 WWD —% -$35M -117,000 -100.0% SOLD
27 NFLX —% -$24M -258,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
RBC —%
HLT —%
GE —%
SPOT —%
CR —%
GEV —%
SHW —%
LOAR —%
BX —%
TDG —%
UNP —%
MLM —%
APG —%
HEI —%
RACE —%
View SEC EDGAR Filings for One Madison Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms