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Vision One Management Partners, Lp Top Holdings and 13F Report (2026)

About Vision One Management Partners, Lp

Investment Activity

  • Vision One Management Partners, Lp has $232.04 million in total holdings as of March 31, 2026.
  • Vision One Management Partners, Lp owns shares of 9 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 10.53% of the portfolio was purchased this quarter.
  • About 6.09% of the portfolio was sold this quarter.
  • This quarter, Vision One Management Partners, Lp has purchased 10 new stocks and bought additional shares in 6 stocks.
  • Vision One Management Partners, Lp sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

Hexcel
$52,872,297
Chemours
$37,895,764
Ingevity
$36,904,334
Powell Industries
$35,161,002
Tennant
$26,001,775

Largest Purchases this Quarter

Hexcel
107,180 shares (about $8.67M)
Valvoline
188,873 shares (about $6.36M)
Ingevity
60,284 shares (about $4.29M)
Tennant
47,008 shares (about $3.12M)
Powell Industries
3,535 shares (about $1.91M)

Largest Sales this Quarter

VESTIS CORPORATION COM SHS
838,301 shares (about $6.59M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVision One Management Partners, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Hexcel Corporation stock logo
HXL
Hexcel
$52,872,297$8,674,077 â–²19.6%653,30922.8%Aerospace
The Chemours Company stock logo
CC
Chemours
$37,895,7640.0%1,720,18916.3%Basic Materials
Ingevity Corporation stock logo
NGVT
Ingevity
$36,904,334$4,294,029 â–²13.2%518,10115.9%Basic Materials
Powell Industries, Inc. stock logo
POWL
Powell Industries
$35,161,002$1,912,718 â–²5.8%64,98315.2%Industrials
Tennant Company stock logo
TNC
Tennant
$26,001,775$3,121,331 â–²13.6%391,59311.2%Industrials
Valvoline stock logo
VVV
Valvoline
$19,607,688$6,361,243 â–²48.0%582,1768.5%Retail/Wholesale
Caesars Entertainment, Inc. stock logo
CZR
Caesars Entertainment
$9,603,5520.0%363,3584.1%Consumer Discretionary
VESTIS CORPORATION COM SHS
$7,891,581$6,589,045 â–¼-45.5%1,004,0183.4%COM
McGrath RentCorp stock logo
MGRC
McGrath RentCorp
$6,104,991$67,602 â–²1.1%55,3592.6%Finance
TEGNA Inc. stock logo
TGNA
TEGNA
$0$7,531,236 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data