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Vision One Management Partners, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $277,754,578
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- HEXCEL CORP NEW · COM · 428291108 · shares: $65,370,099
- VALVOLINE INC · COM · 92047W101 · shares: $48,266,004
- INGEVITY CORP · COM · 45688C107 · shares: $39,954,573
- POWELL INDS INC · COM · 739128106 · shares: $37,242,263
- CHEMOURS CO · COM · 163851108 · shares: $35,298,278
- TENNANT CO · COM · 880345103 · shares: $34,280,051
- LINDSAY CORP · COM · 535555106 · shares: $9,674,970
- MCGRATH RENTCORP · COM · 580589109 · shares: $7,668,340
Reported holdings
8 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HEXCEL CORP NEW | COM | 428291108 | — | 653,309 shares | $65,370,099 |
| VALVOLINE INC | COM | 92047W101 | — | 1,220,688 shares | $48,266,004 |
| INGEVITY CORP | COM | 45688C107 | — | 535,082 shares | $39,954,573 |
| POWELL INDS INC | COM | 739128106 | — | 130,054 shares | $37,242,263 |
| CHEMOURS CO | COM | 163851108 | — | 1,720,189 shares | $35,298,278 |
| TENNANT CO | COM | 880345103 | — | 391,593 shares | $34,280,051 |
| LINDSAY CORP | COM | 535555106 | — | 78,150 shares | $9,674,970 |
| MCGRATH RENTCORP | COM | 580589109 | — | 63,359 shares | $7,668,340 |