Home/Smart Money/Vision One Management Partners, LP
§ 13F · FUND PROFILE

Vision One Management Partners, LP.

AUM · $278M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1HXLHEXCEL CORP NEW653K$65M
2VVVVALVOLINE INC1.22M$48M
3NGVTINGEVITY CORP535K$40M
4POWLPOWELL INDS INC130K$37M
5CCCHEMOURS CO1.72M$35M
6TNCTENNANT CO392K$34M
7LNNLINDSAY CORP78K$10M
8MGRCMCGRATH RENTCORP63K$8M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE VISION SIGNAL

AC read

Vision One Management Partners, LP is a Other fund managing $278 million in assets. The fund runs a focused portfolio of just 8 positions.

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Vision One Management Partners, LP 13F Holdings & Portfolio Analysis | Acid Capitalist