Vision One Management Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Vision One Management Partners, LP disclosed 9 US equity positions worth $232.0m in its Q1 2026 13F filing. The largest position was HXL at 22.8% of the reported book, followed by CC and NGVT.
What did Vision One Management Partners, LP own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HXL HEXCEL CORP NEW | Industrials | 22.8% | $52.9m | 653,309 | – | |
| 2 | CC CHEMOURS CO | Basic Materials | 16.3% | $37.9m | 1,720,189 | – | |
| 3 | NGVT INGEVITY CORP | Basic Materials | 15.9% | $36.9m | 518,101 | – | |
| 4 | POWL POWELL INDS INC | Industrials | 15.2% | $35.2m | 64,983 | – | |
| 5 | TNC TENNANT COMPANY | Industrials | 11.2% | $26.0m | 391,593 | – | |
| 6 | VVV VALVOLINE INC | Consumer Cyclical | 8.5% | $19.6m | 582,176 | – | |
| 7 | CZR CAESARS ENTERTAINMENT INC NEW | Consumer Cyclical | 4.1% | $9.6m | 363,358 | – | |
| 8 | VSTS VESTIS CORPORATION COM SHS | Industrials | 3.4% | $7.9m | 1,004,018 | – | |
| 9 | MGRC McGRATH RENTCORP | Industrials | 2.6% | $6.1m | 55,359 | – |
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.