Vision One Management Partners, LP
Vision One Management Partners, LP reported 8 holdings worth US$278M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Vision One Management Partners, LP reported 8 holdings worth US$278M as of Jun 30, 2026. Largest: Hexcel Corporation, Valvoline Inc. and Ingevity Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$278M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Hexcel Corporation | 653K | US$65.4M | 23.5% |
| Valvoline Inc. | 1.22M | US$48.3M | 17.4% |
| Ingevity Corporation | 535K | US$40M | 14.4% |
| Powell Industries, Inc. | 130K | US$37.2M | 13.4% |
| Chemours Company (the) | 1.72M | US$35.3M | 12.7% |
| Tennant Company | 392K | US$34.3M | 12.3% |
| Lindsay Corporation | 78,150 | US$9.67M | 3.5% |
| Mcgrath Rentcorp | 63,359 | US$7.67M | 2.8% |
| Caesars Entertainment, Inc. | 0 | US$0 | 0.00% |
| Vestis Corporation | 0 | US$0 | 0.00% |