Vision One Management Partners as of Dec. 31, 2025
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 | 546k | 73.90 | |
| Ingevity (NGVT) | 15.2 | $27M | 458k | 59.18 | |
| Tennant Company (TNC) | 14.3 | $25M | 345k | 73.70 | |
| Chemours (CC) | 11.4 | $20M | 1.7M | 11.79 | |
| Powell Industries (POWL) | 11.0 | $20M | 61k | 318.78 | |
| Vestis Corporation (VSTS) | 6.9 | $12M | 1.8M | 6.67 | |
| Valvoline Inc Common (VVV) | 6.4 | $11M | 393k | 29.06 | |
| Caesars Entertainment (CZR) | 4.8 | $8.5M | 363k | 23.39 | |
| Tegna (TGNA) | 4.2 | $7.5M | 388k | 19.41 | |
| McGrath Rent (MGRC) | 3.2 | $5.7M | 55k | 104.93 |
