Vision One Management Partners, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Vision One Management Partners, LP disclosed 11 US equity positions worth $158.9m in its Q3 2025 13F filing. The largest position was HXL at 17.3% of the reported book, followed by CC and NGVT. Against the Q2 2025 filing, it opened 4 new positions, added to 3 and reduced 2 among the top 11 holdings.
What did Vision One Management Partners, LP own in Q3 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HXL HEXCEL CORP NEW | Industrials | 17.3% | $27.6m | 439,413 | – | new |
| 2 | CC CHEMOURS CO | Basic Materials | 17.1% | $27.2m | 1,720,189 | 0% | held |
| 3 | NGVT INGEVITY CORP | Basic Materials | 15.9% | $25.3m | 457,817 | 1% | added |
| 4 | TNC TENNANT COMPANY | Industrials | 14.6% | $23.2m | 291,864 | 63% | added |
| 5 | CZR CAESARS ENTERTAINMENT INC NEW | Consumer Cyclical | 11.3% | $17.9m | 663,358 | 0% | held |
| 6 | VSTS VESTIS CORPORATION | Industrials | 6.4% | $10.2m | 2,259,731 | -37% | reduced |
| 7 | TGNA TEGNA INC | 5.1% | $8.1m | 400,508 | -33% | reduced | |
| 8 | POWL POWELL INDS INC | Industrials | 4.5% | $7.2m | 23,591 | – | new |
| 9 | NVRI ENVIRI CORP | Industrials | 3.5% | $5.5m | 436,911 | – | new |
| 10 | LKQ LKQ CORP | Consumer Cyclical | 2.4% | $3.9m | 126,156 | – | new |
| 11 | MGRC McGRATH RENTCORP | Industrials | 1.7% | $2.7m | 23,412 | 1061% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.