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Vision One Management Partners, LP
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$232.0M
Reporting period: 2026-03-31 · Number of holdings: 9
Vision One Management Partners, LP disclosed 9 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $232.0M and a quarterly turnover rate of 37.9%.
Personality snowflake
- Concentration
- 60.04
- Portfolio Stability
- 37.87
- Momentum/Contrarian
- 100
- Sector conviction
- 100
- Diversification
- 18
- Sizing Uniformity
- 93.72
Recent moves
Add CC
0.0% $17.6M
Add POWL
+5.8% $15.6M
Trim VSTS
-45.5% -$4.4M
Trim TNC
+13.6% $605.9K
Add VVV
+48.0% $8.2M
Add NGVT
+13.2% $9.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HXL | Hexcel CORP | Stock-Industrials | 22.79% | +0.14% | +19.63% | |
| 2 | CC | Chemours Co/the | Stock-Materials | 16.33% | +4.95% | — | |
| 3 | NGVT | Ingevity CORP | Stock-Other | 15.90% | +0.70% | +13.17% | |
| 4 | POWL | Powell Industries INC | Stock-Industrials | 15.15% | +4.16% | +5.75% | |
| 5 | TNC | Tennant Co | Stock-Other | 11.21% | -3.04% | +13.64% | |
| 6 | VVV | Valvoline INC | Stock-Consumer Disc | 8.45% | +2.04% | +48.02% | |
| 7 | CZR | Caesars Entertainment INC | Stock-Consumer Disc | 4.14% | -0.63% | — | |
| 8 | VSTS | Vestis CORP | Stock-Other | 3.40% | -3.50% | -45.50% | |
| 9 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.63% | -0.59% | +1.12% |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 9 | $232.0M | 38 | |
| 2025-12-31 | 10 | $178.2M | 43 | |
| 2025-09-30 | 12 | $158.9M | 100 | |
| 2025-06-30 | 9 | $166.7M | 0 | |
| 2025-03-31 | 8 | $172.9M | 0 | |
| 2024-12-31 | 10 | $186.8M | 0 | |
| 2024-09-30 | 8 | $147.0M | 0 | |
| 2024-06-30 | 6 | $147.0M | 0 | |
| 2024-03-31 | 7 | $170.5M | 0 | |
| 2023-12-31 | 8 | $168.0M | 0 |
Holding changes this quarter
Vision One Management Partners, LP's most significant position changes for 2026-03-31: Sold out: Tegna INC (TGNA); Add: Powell Industries INC (POWL) — shares +5.75%; Trim: Vestis CORP (VSTS) — shares -45.50%; Add: Tennant Co (TNC) — shares +13.64%; Add: Valvoline INC (VVV) — shares +48.02%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CC | Chemours Co/the | +5% | — | Unchanged |
| 2 | POWL | Powell Industries INC | +4.2% | +5.75% | Add |
| 3 | VVV | Valvoline INC | +2% | +48.02% | Add |
| 4 | NGVT | Ingevity CORP | +0.7% | +13.17% | Add |
| 5 | HXL | Hexcel CORP | +0.1% | +19.63% | Add |
| 6 | MGRC | Mcgrath Rentcorp | -0.6% | +1.12% | Add |
| 7 | CZR | Caesars Entertainment INC | -0.6% | — | Unchanged |
| 8 | TNC | Tennant Co | -3% | +13.64% | Add |
| 9 | VSTS | Vestis CORP | -3.5% | -45.50% | Trim |
| 10 | TGNA | Tegna INC | — | EXIT | Sold out |
FAQ
What is Vision One Management Partners, LP and what type of investor is it?
Vision One Management Partners, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $232.0M, spread across 9 disclosed positions.
What are Vision One Management Partners, LP's largest equity positions?
Based on the latest 13F filing, Vision One Management Partners, LP's top holdings by market value are:
1. Hexcel CORP (HXL) — $52.9M (22.8%)
2. Chemours Co/the (CC) — $37.9M (16.3%)
3. Ingevity CORP (NGVT) — $36.9M (15.9%)
4. Powell Industries INC (POWL) — $35.2M (15.2%)
5. Tennant Co (TNC) — $26.0M (11.2%)
What changes did Vision One Management Partners, LP make in its most recent portfolio filing?
In the latest reported quarter, Vision One Management Partners, LP made 8 notable position adjustments: 0 new positions were initiated, 6 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Tegna INC (TGNA); Add: Powell Industries INC (POWL) — shares +5.75%; Trim: Vestis CORP (VSTS) — shares -45.50%; Add: Tennant Co (TNC) — shares +13.64%; Add: Valvoline INC (VVV) — shares +48.02%
What sectors does Vision One Management Partners, LP focus on?
Vision One Management Partners, LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 56.7%
• Materials: 24.4%
• Consumer Discretionary: 18.8%