Vision One Management Partners, Lp Portfolio Stock Holdings
Vision One Management Partners, Lp disclosed 9 stock positions valued at approximately $232.0 million in its latest SEC 13F filing. The largest holdings include HEXCEL CORP NEW, CHEMOURS CO, and INGEVITY CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $232.0M
Holdings by Sector
Vision One Management Partners, Lp Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HEXCEL CORP NEW | HXL | Industrials | 22.79% | 653,309 | +107,180 | +19.63% | $52,872,297 |
| CHEMOURS CO | CC | Basic Materials | 16.33% | 1,720,189 | - | - | $37,895,764 |
| INGEVITY CORP | NGVT | Basic Materials | 15.90% | 518,101 | +60,284 | +13.17% | $36,904,334 |
| POWELL INDS INC | POWL | Industrials | 15.15% | 64,983 | +3,535 | +5.75% | $35,161,002 |
| TENNANT COMPANY | TNC | Industrials | 11.21% | 391,593 | +47,008 | +13.64% | $26,001,775 |
| VALVOLINE INC | VVV | Consumer Cyclical | 8.45% | 582,176 | +188,873 | +48.02% | $19,607,688 |
| CAESARS ENTERTAINMENT INC NEW | CZR | Consumer Cyclical | 4.14% | 363,358 | - | - | $9,603,552 |
| VESTIS CORPORATION COM SHS | VSTS | Industrials | 3.40% | 1,004,018 | -838,301 | -45.50% | $7,891,581 |
| McGRATH RENTCORP | MGRC | Industrials | 2.63% | 55,359 | +613 | +1.12% | $6,104,991 |