§ 13F · FUND PROFILE
Vision One Management Partners, LP.
AUM · $159M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HXL | HEXCEL CORP NEW | 653K | $65M | 23.5% | ±0% |
| 2 | VVV | VALVOLINE INC | 1.22M | $48M | 17.4% | +110% |
| 3 | NGVT | INGEVITY CORP | 535K | $40M | 14.4% | +3% |
| 4 | POWL | POWELL INDS INC | 130K | $37M | 13.4% | +100% |
| 5 | CC | CHEMOURS CO | 1.72M | $35M | 12.7% | ±0% |
| 6 | TNC | TENNANT CO | 392K | $34M | 12.3% | ±0% |
| 7 | LNN | LINDSAY CORP | 78K | $10M | 3.5% | NEW |
| 8 | MGRC | MCGRATH RENTCORP | 63K | $8M | 2.8% | +14% |
§ 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 $159 million in assets. The fund runs a focused portfolio of just 12 positions.
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