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, VVV, NGVT, POWL, CC, and represent 81.41% of Vision One Management Partners's stock portfolio.
  • Added to shares of these 5 stocks: VVV (+$25M), POWL (+$19M), LNN (+$9.7M), NGVT, MGRC.
  • Started 1 new stock position in LNN.
  • Reduced shares in these 2 stocks: CZR (-$9.6M), VSTS (-$7.9M).
  • Sold out of its positions in CZR, VSTS.
  • Vision One Management Partners was a net buyer of stock by $38M.
  • Vision One Management Partners has $278M in assets under management (AUM), dropping by 19.70%.
  • Central Index Key (CIK): 0001979969

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Portfolio Holdings for Vision One Management Partners

Vision One Management Partners holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hexcel Corporation (HXL) 23.5 $65M 653k 100.06
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Valvoline Inc Common (VVV) 17.4 $48M +109% 1.2M 39.54
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Ingevity (NGVT) 14.4 $40M +3% 535k 74.67
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Powell Industries (POWL) 13.4 $37M +100% 130k 286.36
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Chemours (CC) 12.7 $35M 1.7M 20.52
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Tennant Company (TNC) 12.3 $34M 392k 87.54
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Lindsay Corporation (LNN) 3.5 $9.7M NEW 78k 123.80
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McGrath Rent (MGRC) 2.8 $7.7M +14% 63k 121.03
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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