Vision One Management Partners as of June 30, 2026
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 | |
| Valvoline Inc Common (VVV) | 17.4 | $48M | 1.2M | 39.54 | |
| Ingevity (NGVT) | 14.4 | $40M | 535k | 74.67 | |
| Powell Industries (POWL) | 13.4 | $37M | 130k | 286.36 | |
| Chemours (CC) | 12.7 | $35M | 1.7M | 20.52 | |
| Tennant Company (TNC) | 12.3 | $34M | 392k | 87.54 | |
| Lindsay Corporation (LNN) | 3.5 | $9.7M | 78k | 123.80 | |
| McGrath Rent (MGRC) | 2.8 | $7.7M | 63k | 121.03 |
