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%.

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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
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	1HXL 2CC 3NGVT Top holdings2026-03-31 1.HXL 2.CC 3.NGVT 4.POWL 5.TNC 6.VVV 7.CZR 8.VSTS 9.MGRC
2025-12-31	10	$178.2M	43	1HXL 2NGVT 3TNC Top holdings2025-12-31 1.HXL 2.NGVT 3.TNC 4.CC 5.POWL 6.VSTS 7.VVV 8.CZR 9.TGNA 10.MGRC
2025-09-30	12	$158.9M	100	1HXL 2CC 3NGVT Top holdings2025-09-30 1.HXL 2.CC 3.NGVT 4.TNC 5.CZR 6.VSTS 7.TGNA 8.POWL 9.HA7 10.LKQ
2025-06-30	9	$166.7M	0	1TG7 2VSTS 3CC Top holdings2025-06-30 1.TG7 2.VSTS 3.CC 4.NGVT 5.CZR 6.TNC 7.TGNA 8.MGRC 9.880345
2025-03-31	8	$172.9M	0	1TG7 2VSTS 3CC Top holdings2025-03-31 1.TG7 2.VSTS 3.CC 4.CZR 5.NGVT 6.TNC 7.TGNA 8.WOO
2024-12-31	10	$186.8M	0	1TG7 2VSTS 3CC Top holdings2024-12-31 1.TG7 2.VSTS 3.CC 4.CZR 5.CPRI 6.NGVT 7.TGNA 8.TNC 9.WOO 10.AYI
2024-09-30	8	$147.0M	0	1TG7 2CC 3CZR Top holdings2024-09-30 1.TG7 2.CC 3.CZR 4.VSTS 5.TGNA 6.AYI 7.NGVT 8.KSS
2024-06-30	6	$147.0M	0	1TG7 2CZR 3VSTS Top holdings2024-06-30 1.TG7 2.CZR 3.VSTS 4.AYI 5.KSS 6.TGNA
2024-03-31	7	$170.5M	0	1TG7 2VSTS 3AYI Top holdings2024-03-31 1.TG7 2.VSTS 3.AYI 4.KSS 5.CZR 6.TGNA 7.PHIN
2023-12-31	8	$168.0M	0	1TG7 2CZR 3KSS Top holdings2023-12-31 1.TG7 2.CZR 3.KSS 4.VSTS 5.AYI 6.ALSN 7.PHIN 8.IP

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%.

Position changes disclosed by Vision One Management Partners, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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%