Vision One Management Partners, LP Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$178.2M
Holdings
10
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HXLHEXCEL CORP NEW | 546,129 | $40.4M | 22.65% | |
| 2 | NGVTINGEVITY CORP | 457,817 | $27.1M | 15.20% | |
| 3 | TN1TENNANT COMPANY | 344,585 | $25.4M | 14.25% | |
| 4 | CCCHEMOURS CO | 1,720,189 | $20.3M | 11.38% | |
| 5 | POWLPOWELL INDS INC | 61,448 | $19.6M | 10.99% | |
| 6 | VSTSVESTIS CORPORATION COM SHS | 1,842,319 | $12.3M | 6.90% | |
| 7 | VVVVALVOLINE INC | 393,303 | $11.4M | 6.41% | |
| 8 | CZRCAESARS ENTERTAINMENT INC NEW | 363,358 | $8.5M | 4.77% | |
| 9 | TGNATEGNA INC | 388,008 | $7.5M | 4.23% | |
| 10 | MGRCMcGRATH RENTCORP | 54,746 | $5.7M | 3.22% |