Vision One Management Partners, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Vision One Management Partners, LP disclosed 10 US equity positions worth $178.2m in its Q4 2025 13F filing. The largest position was HXL at 22.6% of the reported book, followed by NGVT and TNC. Against the Q3 2025 filing, it opened 1 new position, added to 4 and reduced 3 among the top 10 holdings.
What did Vision One Management Partners, LP own in Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HXL HEXCEL CORP NEW | Industrials | 22.6% | $40.4m | 546,129 | 24% | added |
| 2 | NGVT INGEVITY CORP | Basic Materials | 15.2% | $27.1m | 457,817 | 0% | held |
| 3 | TNC TENNANT COMPANY | Industrials | 14.3% | $25.4m | 344,585 | 18% | added |
| 4 | CC CHEMOURS CO | Basic Materials | 11.4% | $20.3m | 1,720,189 | 0% | held |
| 5 | POWL POWELL INDS INC | Industrials | 11.0% | $19.6m | 61,448 | 160% | added |
| 6 | VSTS VESTIS CORPORATION COM SHS | Industrials | 6.9% | $12.3m | 1,842,319 | -18% | reduced |
| 7 | VVV VALVOLINE INC | Consumer Cyclical | 6.4% | $11.4m | 393,303 | – | new |
| 8 | CZR CAESARS ENTERTAINMENT INC NEW | Consumer Cyclical | 4.8% | $8.5m | 363,358 | -45% | reduced |
| 9 | TGNA TEGNA INC | 4.2% | $7.5m | 388,008 | -3% | reduced | |
| 10 | MGRC McGRATH RENTCORP | Industrials | 3.2% | $5.7m | 54,746 | 134% | 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.