Vision One Management Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Vision One Management Partners, Lp disclosed 8 stock positions valued at approximately $277.75M as of quarter-end June 30, 2026. The largest holdings include HEXCEL CORP NEW, VALVOLINE INC, and INGEVITY CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $277.75M
Holdings by Sector
Vision One Management Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HEXCEL CORP NEW | HXL | Industrials | 23.54% | 653,309 | - | - | $65,370,099 |
| VALVOLINE INC | VVV | Consumer Cyclical | 17.38% | 1,220,688 | +638,512 | +109.68% | $48,266,004 |
| INGEVITY CORP | NGVT | Basic Materials | 14.38% | 535,082 | +16,981 | +3.28% | $39,954,573 |
| POWELL INDS INC | POWL | Industrials | 13.41% | 130,054 | +65,071 | +100.14% | $37,242,263 |
| CHEMOURS CO | CC | Basic Materials | 12.71% | 1,720,189 | - | - | $35,298,278 |
| TENNANT CO | TNC | Industrials | 12.34% | 391,593 | - | - | $34,280,051 |
| LINDSAY CORP | LNN | Industrials | 3.48% | 78,150 | +78,150 | +100.00% | $9,674,970 |
| MCGRATH RENTCORP | MGRC | Industrials | 2.76% | 63,359 | +8,000 | +14.45% | $7,668,340 |
Showing 8 of 8 holdings in the latest reporting period.