Vision One Management Partners, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Vision One Management Partners, LP reported 8 stock positions worth $277.8 million. Its top holding was Hexcel (HXL) at 23.5% of the portfolio, followed by Valvoline (VVV, 17.4%) and Ingevity (NGVT, 14.4%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 3 and reduced 1. The biggest buy was Valvoline (VVV, shares +110%) and the biggest sale an exit from Caesars Entertainment (CZR).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001979969
- Portfolio Value
- $277.8M (Q2 2026)
- SEC Filing
- 0001636587-26-000068 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $277.8M
| HXL Hexcel Corp. | 23.54% | 653,309 | $65.4M | No change |
| VVV Valvoline Inc. | 17.38% | 1,220,688 | $48.3M | Add +109.7% |
| NGVT Ingevity Corp. | 14.38% | 535,082 | $40.0M | Add +3.3% |
| POWL Powell Industries Inc. | 13.41% | 130,054 | $37.2M | Reduce -33.3% |
| CC The Chemours Co. | 12.71% | 1,720,189 | $35.3M | No change |
| TNC Tennant Co. | 12.34% | 391,593 | $34.3M | No change |
| LNN Lindsay Corp. | 3.48% | 78,150 | $9.7M | New |
| MGRC McGrath Rentcorp | 2.76% | 63,359 | $7.7M | Add +14.4% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $277.8M | HXL, VVV, NGVT, POWL, CC |
| Q1 2026 | 9 | $232.0M | HXL, CC, NGVT, POWL, TNC |
| Q4 2025 | 10 | $178.2M | HXL, NGVT, TNC, CC, POWL |
| Q3 2025 | 11 | $158.9M | HXL, CC, NGVT, TNC, CZR |
| Q2 2025 | 9 | $166.7M | TGI, VSTS, CC, NGVT, CZR |
| Q1 2025 | 8 | $172.9M | TGI, VSTS, CC, CZR, NGVT |
| Q4 2024 | 10 | $186.8M | TGI, VSTS, CC, CZR, CPRI |
| Q3 2024 | 8 | $147.0M | TGI, CC, CZR, VSTS, TGNA |
| Q2 2024 | 6 | $147.0M | TGI, CZR, VSTS, AYI, KSS |
| Q1 2024 | 7 | $170.5M | TGI, VSTS, AYI, KSS, CZR |