Vision One Management Partners, LP
CIK: 0001979969SEC EDGAR →
Portfolio Value
$178.2M
Holdings
10
As of
Q4 2025
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HEXCEL CORP NEW | 546,129 | $40.4M | 22.65% |
| 2 | INGEVITY CORP | 457,817 | $27.1M | 15.20% |
| 3 | TENNANT COMPANY | 344,585 | $25.4M | 14.25% |
| 4 | CHEMOURS CO | 1,720,189 | $20.3M | 11.38% |
| 5 | POWELL INDS INC | 61,448 | $19.6M | 10.99% |
| 6 | VESTIS CORPORATION COM SHS | 1,842,319 | $12.3M | 6.90% |
| 7 | VALVOLINE INC | 393,303 | $11.4M | 6.41% |
| 8 | CAESARS ENTERTAINMENT INC NEW | 363,358 | $8.5M | 4.77% |
| 9 | TEGNA INC | 388,008 | $7.5M | 4.23% |
| 10 | McGRATH RENTCORP | 54,746 | $5.7M | 3.22% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 4 | $78.0M | 43.8% |
| Basic Materials | 2 | $47.4M | 26.6% |
| Unknown | 1 | $25.4M | 14.3% |
| Energy | 1 | $11.4M | 6.4% |
| Consumer Cyclical | 1 | $8.5M | 4.8% |
| Communication Services | 1 | $7.5M | 4.2% |