Vision One Management Partners, LP — 13F Holdings & Portfolio
CIK 1979969 · latest 13F-HR filed 2026-05-15
Vision One Management Partners, LP manages $232.0M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HXL (22.79%), CC (16.33%), NGVT (15.90%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 7, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$232.0M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −1 / ↑7 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEMOURS CO$17.6M +86.9%
- POWELL INDS INC$15.6M +79.5%
- HEXCEL CORP NEW$12.5M +31.0%
- INGEVITY CORP$9.8M +36.2%
- VALVOLINE INC$8.2M +71.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | HEXCEL CORP NEW | HXL | 428291108 | $52.9M | 22.79% | 653,309 | SH |
| 2 | CHEMOURS CO | CC | 163851108 | $37.9M | 16.33% | 1,720,189 | SH |
| 3 | INGEVITY CORP | NGVT | 45688C107 | $36.9M | 15.90% | 518,101 | SH |
| 4 | POWELL INDS INC | POWL | 739128106 | $35.2M | 15.15% | 64,983 | SH |
| 5 | TENNANT COMPANY | TNC | 880345103 | $26.0M | 11.21% | 391,593 | SH |
| 6 | VALVOLINE INC | VVV | 92047W101 | $19.6M | 8.45% | 582,176 | SH |
| 7 | CAESARS ENTERTAINMENT INC NEW | CZR | 12769G100 | $9.6M | 4.14% | 363,358 | SH |
| 8 | VESTIS CORPORATION COM SHS | VSTS | 29430C102 | $7.9M | 3.40% | 1,004,018 | SH |
| 9 | McGRATH RENTCORP | MGRC | 580589109 | $6.1M | 2.63% | 55,359 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $232.0M | 9 | 0001636587-26-000033 |
| 2025-12-31 | 2026-02-18 | $178.2M | 10 | 0001636587-26-000008 |
| 2025-09-30 | 2025-11-17 | $158.9M | 12 | 0001636587-25-000059 |