Vision One Management Partners, LP — 13F Holdings & Portfolio
CIK 1979969 · latest 13F-HR filed 2026-08-14
Vision One Management Partners, LP manages $277.8M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HXL (23.54%), VVV (17.38%), NGVT (14.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 2, added to 6, 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.
SUITE 601
MIAMI, FL 33131
$277.8M
Long-equity book
8
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −2 / ↑6 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VALVOLINE INC$28.7M +146.2%
- HEXCEL CORP NEW$12.5M +23.6%
- TENNANT CO$8.3M +31.8%
- INGEVITY CORP$3.1M +8.3%
- POWELL INDS INC$2.1M +5.9%
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 | $65.4M | 23.54% | 653,309 | SH |
| 2 | VALVOLINE INC | VVV | 92047W101 | $48.3M | 17.38% | 1,220,688 | SH |
| 3 | INGEVITY CORP | NGVT | 45688C107 | $40.0M | 14.38% | 535,082 | SH |
| 4 | POWELL INDS INC | POWL | 739128106 | $37.2M | 13.41% | 130,054 | SH |
| 5 | CHEMOURS CO | CC | 163851108 | $35.3M | 12.71% | 1,720,189 | SH |
| 6 | TENNANT CO | TNC | 880345103 | $34.3M | 12.34% | 391,593 | SH |
| 7 | LINDSAY CORP | LNN | 535555106 | $9.7M | 3.48% | 78,150 | SH |
| 8 | MCGRATH RENTCORP | MGRC | 580589109 | $7.7M | 2.76% | 63,359 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $277.8M | 8 | 0001636587-26-000068 |
| 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 |