Vision One Management Partners, LP
- SEC CIK
- 0001979969
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 8
- −1 vs. Q1 2026
- Portfolio value
- $277.8M
- +$45.7M (+19.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HXLHexcel Corp | COM | 653,309 | $65.4M | 23.5% | 00.0% | Unchanged | History |
| VVVValvoline Inc | COM | 1,220,688 | $48.3M | 17.4% | +638,512+109.7% | Added | History |
| NGVTIngevity Corp | COM | 535,082 | $40.0M | 14.4% | +16,981+3.3% | Added | History |
| POWLPowell Industries Inc | Stock | 130,054 | $37.2M | 13.4% | −64,895−33.3% | ReducedConverted for a 3-for-1 split | History |
| CCChemours Co | Stock | 1,720,189 | $35.3M | 12.7% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 391,593 | $34.3M | 12.3% | 00.0% | Unchanged | History |
| LNNLindsay Corp | COM | 78,150 | $9.67M | 3.5% | +78,150 | New | History |
| MGRCMcGrath Rentcorp | COM | 63,359 | $7.67M | 2.8% | +8,000+14.5% | Added | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.