Vision One Management Partners as of Sept. 30, 2025
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 | 439k | 62.70 | |
| Chemours (CC) | 17.1 | $27M | 1.7M | 15.84 | |
| Ingevity (NGVT) | 15.9 | $25M | 458k | 55.19 | |
| Tennant Company (TNC) | 14.8 | $24M | 292k | 81.06 | |
| Caesars Entertainment (CZR) | 11.2 | $18M | 663k | 27.02 | |
| Vestis Corporation Com Shs (VSTS) | 6.4 | $10M | 2.3M | 4.53 | |
| Tegna (TGNA) | 5.1 | $8.1M | 401k | 20.33 | |
| Powell Industries (POWL) | 4.5 | $7.2M | 24k | 304.81 | |
| Harsco Corporation (NVRI) | 3.5 | $5.5M | 437k | 12.69 | |
| LKQ Corporation (LKQ) | 2.4 | $3.9M | 126k | 30.54 | |
| McGrath Rent (MGRC) | 1.7 | $2.7M | 23k | 117.30 |
