§ 13F · FUND PROFILE
Vision One Management Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 10Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$178.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HXL | HEXCEL CORP NEW | 546K | $40.4T | 22.6% | NEW |
| 2 | NGVT | INGEVITY CORP | 458K | $27.1T | 15.2% | NEW |
| 3 | TNC | TENNANT COMPANY | 345K | $25.4T | 14.3% | NEW |
| 4 | CC | CHEMOURS CO | 1.72M | $20.3T | 11.4% | NEW |
| 5 | POWL | POWELL INDS INC | 61K | $19.6T | 11.0% | NEW |
| 6 | VSTS | VESTIS CORPORATION COM SHS | 1.84M | $12.3T | 6.9% | NEW |
| 7 | VVV | VALVOLINE INC | 393K | $11.4T | 6.4% | NEW |
| 8 | CZR | CAESARS ENTERTAINMENT INC NEW | 363K | $8.5T | 4.8% | NEW |
| 9 | TGNA | TEGNA INC | 388K | $7.5T | 4.2% | NEW |
| 10 | MGRC | McGRATH RENTCORP | 55K | $5.7T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISION SIGNAL
AC read
Vision One Management Partners, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed