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, NGVT, TNC, CC, POWL, and represent 74.47% of Vision One Management Partners's stock portfolio.
  • Added to shares of these 5 stocks: POWL (+$12M), VVV (+$11M), HXL (+$7.9M), TNC, MGRC.
  • Started 1 new stock position in VVV.
  • Reduced shares in these 5 stocks: CZR (-$7.0M), NVRI (-$5.5M), LKQ, VSTS, TGNA.
  • Sold out of its positions in NVRI, LKQ.
  • Vision One Management Partners was a net buyer of stock by $19M.
  • Vision One Management Partners has $178M in assets under management (AUM), dropping by 11.83%.
  • Central Index Key (CIK): 0001979969

Tip: Access up to 7 years of quarterly data

Positions held by Vision One Management Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Vision One Management Partners

Vision One Management Partners holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hexcel Corporation (HXL) 22.6 $40M +24% 546k 73.90
 View chart
Ingevity (NGVT) 15.2 $27M 458k 59.18
 View chart
Tennant Company (TNC) 14.3 $25M +18% 345k 73.70
 View chart
Chemours (CC) 11.4 $20M 1.7M 11.79
 View chart
Powell Industries (POWL) 11.0 $20M +160% 61k 318.78
 View chart
Vestis Corporation (VSTS) 6.9 $12M -18% 1.8M 6.67
 View chart
Valvoline Inc Common (VVV) 6.4 $11M NEW 393k 29.06
 View chart
Caesars Entertainment (CZR) 4.8 $8.5M -45% 363k 23.39
 View chart
Tegna (TGNA) 4.2 $7.5M -3% 388k 19.41
 View chart
McGrath Rent (MGRC) 3.2 $5.7M +133% 55k 104.93
 View chart

Past Filings by Vision One Management Partners

SEC 13F filings are viewable for Vision One Management Partners going back to 2023