One Madison Group LLC
Annual return '25
+43.6%
SPY '25
+17.7%
Alpha
+25.9ptsvs SPY
Invested
$1.7B
Holdings
28
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XPO
XPO INC
Q3 2025: Sold 2.4% (410.0k → 400.0k shares)
7.9%
02
$CR
CRANE COMPANY
Q3 2025: Sold 8.1% (370.0k → 340.1k shares)
7.4%
03
$AMZN
AMAZON COM INC
Q1 2026: New position (28.6k shares)
6.8%
04
$MLM
MARTIN MARIETTA MATLS INC
Q3 2025: New position (4.0k shares)
6.4%
05
$GEV
GE VERNOVA INC
Q3 2025: Sold 17.6% (85.0k → 70.0k shares)
6.3%
06
$GOOG
ALPHABET INC
Q1 2026: New position (14.0k shares)
5.7%
07
$TTWO
TAKE-TWO INTERACTIVE SOFTWAR
Q3 2025: Sold 24.2% (330.0k → 250.0k shares)
5.1%
08
$LOAR
LOAR HOLDINGS INC
Q3 2025: Increased +4.3% (540.0k → 563.0k shares)
4.8%
09
$GE
GE AEROSPACE
Q3 2025: Sold 22.0% (218.0k → 170.0k shares)
4.6%
10
$HLT
HILTON WORLDWIDE HLDGS INC
Q3 2025: Sold 10.0% (100.0k → 90.0k shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:52 UTC.