Vision One Management Partners, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Vision One Management Partners, LP reported 9 stock positions worth $232.0 million. Its top holding was Hexcel (HXL) at 22.8% of the portfolio, followed by Chemours (CC, 16.3%) and Ingevity (NGVT, 15.9%). Compared with Q4 2025, it sold out of 1, added to 6 and reduced 1. The biggest buy was Powell Industries (POWL, shares +6%) and the biggest sale an exit from Tegna (TGNA).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001979969
- Portfolio Value
- $232.0M (Q1 2026)
- SEC Filing
- 0001636587-26-000033 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $232.0M
| HXL Hexcel Corp. | 22.79% | 653,309 | $52.9M | Add +19.6% |
| CC The Chemours Co. | 16.33% | 1,720,189 | $37.9M | No change |
| NGVT Ingevity Corp. | 15.90% | 518,101 | $36.9M | Add +13.2% |
| POWL Powell Industries Inc. | 15.15% | 64,983 | $35.2M | Add +5.8% |
| TNC Tennant Co. | 11.21% | 391,593 | $26.0M | Add +13.6% |
| VVV Valvoline Inc. | 8.45% | 582,176 | $19.6M | Add +48.0% |
| CZR Caesars Entertainment Inc. | 4.14% | 363,358 | $9.6M | No change |
| VSTS Vestis Corp. | 3.40% | 1,004,018 | $7.9M | Reduce -45.5% |
| MGRC McGrath Rentcorp | 2.63% | 55,359 | $6.1M | Add +1.1% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 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 |