Vision One Management Partners, LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Vision One Management Partners, LP reported 10 stock positions worth $178.2 million. Its top holding was Hexcel (HXL) at 22.6% of the portfolio, followed by Ingevity (NGVT, 15.2%) and Tennant (TNC, 14.3%). Compared with Q3 2025, it opened 1 new position, sold out of 2, added to 4 and reduced 3. The biggest buy was Powell Industries (POWL, shares +160%) and the biggest sale Caesars Entertainment (CZR, shares −45%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001979969
Portfolio Value
$178.2M (Q4 2025)
SEC Filing
0001636587-26-000008 ↗ filed Feb 18, 2026

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 Q3 2025 Q4 2025: $178.2M $178.2M Q4 2025 Q1 2026: $232.0M Q1 2026 Q2 2026: $277.8M Q2 2026

Holdings 10 stocks · $178.2M
HXL Hexcel Corp. 22.65% 546,129 $40.4M Add +24.3%
NGVT Ingevity Corp. 15.20% 457,817 $27.1M No change
TNC Tennant Co. 14.25% 344,585 $25.4M Add +18.1%
CC The Chemours Co. 11.38% 1,720,189 $20.3M No change
POWL Powell Industries Inc. 10.99% 61,448 $19.6M Add +160.5%
VSTS Vestis Corp. 6.90% 1,842,319 $12.3M Reduce -18.5%
VVV Valvoline Inc. 6.41% 393,303 $11.4M New
CZR Caesars Entertainment Inc. 4.77% 363,358 $8.5M Reduce -45.2%
TGNA Tegna Inc. 4.23% 388,008 $7.5M Reduce -3.1%
MGRC McGrath Rentcorp 3.22% 54,746 $5.7M Add +133.8%

Portfolio Sells Q3 2025 → Q4 2025
CZR Caesars Entertainment Inc. Reduce -45.2% 4.77% −6.51
NVRI Enviri Corp. Sold out 0.00% −3.49
LKQ LKQ Corp. Sold out 0.00% −2.42
TGNA Tegna Inc. Reduce -3.1% 4.23% −0.90
VSTS Vestis Corp. Reduce -18.5% 6.90% +0.45

Portfolio Buys Q3 2025 → Q4 2025
POWL Powell Industries Inc. Add +160.5% 10.99% +6.47
VVV Valvoline Inc. New 6.41% +6.41
HXL Hexcel Corp. Add +24.3% 22.65% +5.31
MGRC McGrath Rentcorp Add +133.8% 3.22% +1.50
TNC Tennant Co. Add +18.1% 14.25% −0.36

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