Vision One Management Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$232.0M
Q ending 2026-03-31
Prior quarter
$178.2M
Q ending 2025-12-31
Change
+30.2% QoQ · +34.2% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Hexcel Corp New | HXL | Shares | $52.9M | 653K |
| Chemours Co | CC | Shares | $37.9M | 1.7M |
| Ingevity Corp | NGVT | Shares | $36.9M | 518K |
| Powell Inds Inc | POWL | Shares | $35.2M | 65K |
| Tennant Company | TNC | Shares | $26.0M | 392K |
| Valvoline Inc | VVV | Shares | $19.6M | 582K |
| Caesars Entertainment Inc New | CZR | Shares | $9.6M | 363K |
| Vestis Corporation Com Shs | VSTS | Shares | $7.9M | 1.0M |
| Mcgrath Rentcorp | MGRC | Shares | $6.1M | 55K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.