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, POWL, TNC, and represent 81.38% of Vision One Management Partners's stock portfolio.
  • Added to shares of these 6 stocks: HXL (+$8.7M), VVV (+$6.4M), NGVT, TNC, POWL, MGRC.
  • Reduced shares in these 2 stocks: Tegna (-$7.5M), VSTS (-$6.6M).
  • Sold out of its position in Tegna.
  • Vision One Management Partners was a net buyer of stock by $10M.
  • Vision One Management Partners has $232M in assets under management (AUM), dropping by 30.21%.
  • Central Index Key (CIK): 0001979969

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Portfolio Holdings for Vision One Management Partners

Vision One Management Partners holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hexcel Corporation (HXL) 22.8 $53M +19% 653k 80.93
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Chemours (CC) 16.3 $38M 1.7M 22.03
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Ingevity (NGVT) 15.9 $37M +13% 518k 71.23
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Powell Industries (POWL) 15.2 $35M +5% 65k 541.08
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Tennant Company (TNC) 11.2 $26M +13% 392k 66.40
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Valvoline Inc Common (VVV) 8.5 $20M +48% 582k 33.68
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Caesars Entertainment (CZR) 4.1 $9.6M 363k 26.43
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Vestis Corporation (VSTS) 3.4 $7.9M -45% 1.0M 7.86
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McGrath Rent (MGRC) 2.6 $6.1M 55k 110.28
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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