Vision One Management Partners, LP Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$158.9B
Holdings
11
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HXLHEXCEL CORP NEW | 439,413 | $27.6B | 17.34% | |
| 2 | CCCHEMOURS CO | 1,720,189 | $27.2B | 17.15% | |
| 3 | NGVTINGEVITY CORP | 457,817 | $25.3B | 15.90% | |
| 4 | TN1TENNANT COMPANY | 291,864 | $23.2B | 14.61% | |
| 5 | CZRCAESARS ENTERTAINMENT INC NEW | 663,358 | $17.9B | 11.28% | |
| 6 | VSTSVESTIS CORPORATION | 2,259,731 | $10.2B | 6.44% | |
| 7 | TGNATEGNA INC | 400,508 | $8.1B | 5.12% | |
| 8 | POWLPOWELL INDS INC | 23,591 | $7.2B | 4.52% | |
| 9 | NVRIENVIRI CORP | 436,911 | $5.5B | 3.49% | |
| 10 | LKQ1LKQ CORP | 126,156 | $3.9B | 2.42% | |
| 11 | MGRCMcGRATH RENTCORP | 23,412 | $2.7B | 1.73% |