Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
One Madison Group LLC (CIK 1728278) reported $1.04B across 27 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CR ($79.2M, 7.61%), XPO ($71.9M, 6.91%), AMZN ($71.5M, 6.87%), TTWO ($58.7M, 5.65%), JCI ($58.4M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CR | CRANE COMPANY | $79.2M | 7.61% | 355,000 | Trimmed |
| 2 | XPO | XPO INC | $71.9M | 6.91% | 350,100 | Added |
| 3 | AMZN | AMAZON COM INC | $71.5M | 6.87% | 300,000 | Added |
| 4 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $58.7M | 5.65% | 235,000 | Added |
| 5 | JCI | JOHNSON CONTROLS INTERNATION | $58.4M | 5.62% | 400,000 | Added |
| 6 | GEV | GE VERNOVA INC | $56.4M | 5.42% | 48,000 | Trimmed |
| 7 | LOAR | LOAR HOLDINGS INC | $55.6M | 5.35% | 690,000 | Trimmed |
| 8 | RBC | RBC BEARINGS INC | $51.5M | 4.95% | 80,000 | Added |
| 9 | GOOG | ALPHABET INC | $51.2M | 4.92% | 145,000 | Trimmed |
| 10 | WWD | WOODWARD INC | $51.1M | 4.91% | 120,000 | Added |
| 11 | GE | GE AEROSPACE | $48.2M | 4.63% | 129,000 | Trimmed |
| 12 | HLT | HILTON WORLDWIDE HLDGS INC | $39.7M | 3.81% | 120,000 | Trimmed |
| 13 | DPC | DPC HOLDINGS PLC | $39.2M | 3.77% | 800,000 | New |
| 14 | RACE | FERRARI N V | $39.1M | 3.76% | 105,000 | Added |
| 15 | UNP | UNION PAC CORP | $35.4M | 3.40% | 130,000 | Added |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $34.6M | 3.33% | 60,000 | Trimmed |
| 17 | APG | API GROUP CORP | $31.8M | 3.05% | 750,000 | Hold |
| 18 | HEI | HEICO CORP NEW | $28.5M | 2.74% | 80,000 | Added |
| 19 | JHX | JAMES HARDIE INDS PLC | $26.2M | 2.52% | 1.0M | Added |
| 20 | IBKR | INTERACTIVE BROKERS GROUP IN | $21.7M | 2.09% | 249,500 | Added |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $18.4M | 1.77% | 40,000 | Trimmed |
| 22 | SPCX | SPACE EXPLORATION TECHN CORP | $17.1M | 1.64% | 100,000 | New |
| 23 | META | META PLATFORMS INC | $16.4M | 1.58% | 29,100 | Added |
| 24 | CBRS | CEREBRAS SYSTEMS INC | $14.3M | 1.38% | 64,776 | New |
| 25 | NFLX | NETFLIX INC. | $12.1M | 1.17% | 170,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30