Vision One Management Partners, LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Vision One Management Partners, LP reported 11 stock positions worth $158.9 million. Its top holding was Hexcel (HXL) at 17.3% of the portfolio, followed by Chemours (CC, 17.1%) and Ingevity (NGVT, 15.9%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 3 and reduced 2. The biggest buy was a new position in Hexcel (HXL) and the biggest sale an exit from Triumph (TGI).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001979969
Portfolio Value
$158.9M (Q3 2025)
SEC Filing
0001636587-25-000059 ↗ filed Nov 17, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $170.5M Q1 2024 Q2 2024: $147.0M Q2 2024 Q3 2024: $147.0M Q3 2024 Q4 2024: $186.8M Q4 2024 Q1 2025: $172.9M Q1 2025 Q2 2025: $166.7M Q2 2025 Q3 2025: $158.9M $158.9M Q3 2025 Q4 2025: $178.2M Q4 2025 Q1 2026: $232.0M Q1 2026 Q2 2026: $277.8M Q2 2026

Holdings 11 stocks · $158.9M
HXL Hexcel Corp. 17.34% 439,413 $27.6M New
CC The Chemours Co. 17.15% 1,720,189 $27.2M No change
NGVT Ingevity Corp. 15.90% 457,817 $25.3M Add +0.9%
TNC Tennant Co. 14.61% 291,864 $23.2M Add +63.1%
CZR Caesars Entertainment Inc. 11.28% 663,358 $17.9M No change
VSTS Vestis Corp. 6.44% 2,259,731 $10.2M Reduce -37.1%
TGNA Tegna Inc. 5.12% 400,508 $8.1M Reduce -33.2%
POWL Powell Industries Inc. 4.52% 23,591 $7.2M New
NVRI Enviri Corp. 3.49% 436,911 $5.5M New
LKQ LKQ Corp. 2.42% 126,156 $3.9M New
MGRC McGrath Rentcorp 1.73% 23,412 $2.7M Add +1061.3%

Portfolio Sells Q2 2025 → Q3 2025
TGI Triumph Group Inc. Sold out 0.00% −38.21
VSTS Vestis Corp. Reduce -37.1% 6.44% −5.90
TGNA Tegna Inc. Reduce -33.2% 5.12% −0.90
TENNANT CO Sold out 0.00% −0.11

Portfolio Buys Q2 2025 → Q3 2025
HXL Hexcel Corp. New 17.34% +17.34
TNC Tennant Co. Add +63.1% 14.61% +6.29
POWL Powell Industries Inc. New 4.52% +4.52
NGVT Ingevity Corp. Add +0.9% 15.90% +4.16
NVRI Enviri Corp. New 3.49% +3.49
LKQ LKQ Corp. New 2.42% +2.42
MGRC McGrath Rentcorp Add +1061.3% 1.73% +1.59

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$277.8MHXL, VVV, NGVT, POWL, CC
Q1 2026 9$232.0MHXL, CC, NGVT, POWL, TNC
Q4 2025 10$178.2MHXL, NGVT, TNC, CC, POWL
Q3 2025 11$158.9MHXL, CC, NGVT, TNC, CZR
Q2 2025 9$166.7MTGI, VSTS, CC, NGVT, CZR
Q1 2025 8$172.9MTGI, VSTS, CC, CZR, NGVT
Q4 2024 10$186.8MTGI, VSTS, CC, CZR, CPRI
Q3 2024 8$147.0MTGI, CC, CZR, VSTS, TGNA
Q2 2024 6$147.0MTGI, CZR, VSTS, AYI, KSS
Q1 2024 7$170.5MTGI, VSTS, AYI, KSS, CZR