Vision One Management Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Vision One Management Partners, LP disclosed 8 US equity positions worth $277.8m in its Q2 2026 13F filing. The largest position was HXL at 23.5% of the reported book, followed by VVV and NGVT. Against the Q1 2026 filing, it opened 1 new position, added to 4 and reduced 0 among the top 8 holdings.
What did Vision One Management Partners, LP own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HXL HEXCEL CORP NEW | Industrials | 23.5% | $65.4m | 653,309 | 0% | held |
| 2 | VVV VALVOLINE INC | Consumer Cyclical | 17.4% | $48.3m | 1,220,688 | 110% | added |
| 3 | NGVT INGEVITY CORP | Basic Materials | 14.4% | $40.0m | 535,082 | 3% | added |
| 4 | POWL POWELL INDS INC | Industrials | 13.4% | $37.2m | 130,054 | 100% | added |
| 5 | CC CHEMOURS CO | Basic Materials | 12.7% | $35.3m | 1,720,189 | 0% | held |
| 6 | TNC TENNANT CO | Industrials | 12.3% | $34.3m | 391,593 | 0% | held |
| 7 | LNN LINDSAY CORP | Industrials | 3.5% | $9.7m | 78,150 | – | new |
| 8 | MGRC MCGRATH RENTCORP | Industrials | 2.8% | $7.7m | 63,359 | 14% | 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.