Vision One Management Partners
Latest statistics and disclosures from Vision One Management Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HXL, CC, NGVT, TNC, CZR, and represent 76.34% of Vision One Management Partners's stock portfolio.
- Added to shares of these 7 stocks: HXL (+$28M), TNC (+$9.2M), POWL (+$7.2M), NVRI (+$5.5M), LKQ, MGRC, NGVT.
- Started 4 new stock positions in HXL, LKQ, POWL, NVRI.
- Reduced shares in these 4 stocks: TGI (-$64M), VSTS (-$6.0M), TGNA, Tennant Co call.
- Sold out of its positions in Tennant Co call, TGI.
- Vision One Management Partners was a net seller of stock by $-18M.
- Vision One Management Partners has $159M in assets under management (AUM), dropping by -4.38%.
- Central Index Key (CIK): 0001979969
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Portfolio Holdings for Vision One Management Partners
Vision One Management Partners holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hexcel Corporation (HXL) | 17.3 | $28M | NEW | 439k | 62.70 |
|
| Chemours (CC) | 17.1 | $27M | 1.7M | 15.84 |
|
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| Ingevity (NGVT) | 15.9 | $25M | 458k | 55.19 |
|
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| Tennant Company (TNC) | 14.8 | $24M | +63% | 292k | 81.06 |
|
| Caesars Entertainment (CZR) | 11.2 | $18M | 663k | 27.02 |
|
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| Vestis Corporation Com Shs (VSTS) | 6.4 | $10M | -37% | 2.3M | 4.53 |
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| Tegna (TGNA) | 5.1 | $8.1M | -33% | 401k | 20.33 |
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| Powell Industries (POWL) | 4.5 | $7.2M | NEW | 24k | 304.81 |
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| Harsco Corporation (NVRI) | 3.5 | $5.5M | NEW | 437k | 12.69 |
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| LKQ Corporation (LKQ) | 2.4 | $3.9M | NEW | 126k | 30.54 |
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| McGrath Rent (MGRC) | 1.7 | $2.7M | +1061% | 23k | 117.30 |
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Past Filings by Vision One Management Partners
SEC 13F filings are viewable for Vision One Management Partners going back to 2023
- Vision One Management Partners 2025 Q3 filed Nov. 17, 2025
- Vision One Management Partners 2025 Q2 filed Aug. 14, 2025
- Vision One Management Partners 2025 Q1 filed May 15, 2025
- Vision One Management Partners 2024 Q4 filed Feb. 14, 2025
- Vision One Management Partners 2024 Q3 filed Nov. 14, 2024
- Vision One Management Partners 2024 Q2 filed Aug. 13, 2024
- Vision One Management Partners 2024 Q1 filed May 15, 2024
- Vision One Management Partners 2023 Q4 filed Feb. 14, 2024