Vision One Management Partners, LP
CIK: 0001979969Latest portfolio: $178.2M · Q4 2025
Holdings
10
Total Value
$178.2M
New Positions
1
Closed Positions
2
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | HXLHEXCEL CORP NEW | 546,129 | $40.4M | 22.65% | +107K | |
| 2 | NGVTINGEVITY CORP | 457,817 | $27.1M | 15.20% | — | |
| 3 | TN1TENNANT COMPANY | 344,585 | $25.4M | 14.25% | +53K | |
| 4 | CCCHEMOURS CO | 1,720,189 | $20.3M | 11.38% | — | |
| 5 | POWLPOWELL INDS INC | 61,448 | $19.6M | 10.99% | +38K | |
| 6 | VSTSVESTIS CORPORATION COM SHS | 1,842,319 | $12.3M | 6.90% | -417,412 | |
| 7 | VVVVALVOLINE INC | 393,303 | $11.4M | 6.41% | NEW | |
| 8 | CZRCAESARS ENTERTAINMENT INC NEW | 363,358 | $8.5M | 4.77% | -300,000 | |
| 9 | TGNATEGNA INC | 388,008 | $7.5M | 4.23% | -12,500 | |
| 10 | MGRCMcGRATH RENTCORP | 54,746 | $5.7M | 3.22% | +31K |
Quarterly Changes
Sector Breakdown
Industrials0.0% ($4035819588.1T)
Basic Materials0.0% ($2.7T)
Unknown0.0% ($25.4M)
Energy0.0% ($11.4M)
Consumer Cyclical0.0% ($8.5M)
Communication Services0.0% ($7.5M)
Filing History
Fund Information
Vision One Management Partners, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $178.2M across 10 holdings. The largest position is HEXCEL CORP NEW (HXL), representing 22.6% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.