Holdings
Vision One Management Partners, LP
As of Jun 30, 2026, Vision One Management Partners, LP reported 8 positions worth US$278M. Largest: Hexcel Corporation, Valvoline Inc. and Ingevity Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hexcel Corporation | 653K | US$65.4M | no change | Jun 30, 2026 |
| Valvoline Inc. | 1.22M | US$48.3M | +639K | Jun 30, 2026 |
| Ingevity Corporation | 535K | US$40M | +16,981 | Jun 30, 2026 |
| Powell Industries, Inc. | 130K | US$37.2M | +65,071 | Jun 30, 2026 |
| Chemours Company (the) | 1.72M | US$35.3M | no change | Jun 30, 2026 |
| Tennant Company | 392K | US$34.3M | no change | Jun 30, 2026 |
| Lindsay Corporation | 78,150 | US$9.67M | new | Jun 30, 2026 |
| Mcgrath Rentcorp | 63,359 | US$7.67M | +8,000 | Jun 30, 2026 |