Vision One Management Partners, LP

CIK 0001979969 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Vision One Management Partners, LP reported 8 positions worth $277.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: HXL (23.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$277.8M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	HXL	HEXCEL CORP NEW	SH	$65.4M	23.54%	653,309	—	—
▸ 2	VVV	VALVOLINE INC	SH	$48.3M	17.38%	1,220,688	—	—
▸ 3	NGVT	INGEVITY CORP	SH	$40.0M	14.38%	535,082	—	—
▸ 4	POWL	POWELL INDS INC	SH	$37.2M	13.41%	130,054	—	—
▸ 5	CC	CHEMOURS CO	SH	$35.3M	12.71%	1,720,189	—	—
▸ 6	TNC	TENNANT CO	SH	$34.3M	12.34%	391,593	—	—
▸ 7	LNN	LINDSAY CORP	SH	$9.7M	3.48%	78,150	—	—
▸ 8	MGRC	MCGRATH RENTCORP	SH	$7.7M	2.76%	63,359	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Vision One Management Partners, LP hold as of Q2 2026?

Vision One Management Partners, LP reported 8 positions worth $277.8M in its Q2 2026 13F filing. Largest positions: HXL (23.5%), VVV (17.4%), NGVT (14.4%), POWL (13.4%) and CC (12.7%).

What did Vision One Management Partners, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Vision One Management Partners, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.