Vision One Management Partners, LP

MIAMI, FL · CIK 1979969 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityVISION ONE MANAGEMENT PARTNERS, LP (US)

Kindhedge funds, futures
Others nearbyMiami, FL
FamilyVision One Management Partners, LP · 2 related pages

$277.8m reported value +19.7% vs Q1 2026

8positions

100.0%in top 10

1 new 3 added 1 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HEXCEL CORP NEW COM HXL	HXL	653,309	$65.4m23.54%	23.54%	Unchanged
2	VALVOLINE INC COM VVV	VVV	1,220,688	$48.3m17.38%	17.38%	Added +638.5k	+638,512 109.7%
3	INGEVITY CORP COM NGVT	NGVT	535,082	$40.0m14.38%	14.38%	Added +17.0k	+16,981 3.3%
4	POWELL INDS INC COM POWL	POWL	130,054	$37.2m13.41%	13.41%	Reduced -64.9k	-64,895 -33.3%
5	CHEMOURS CO COM CC	CC	1,720,189	$35.3m12.71%	12.71%	Unchanged
6	TENNANT CO COM TNC	TNC	391,593	$34.3m12.34%	12.34%	Unchanged
7	LINDSAY CORP COM LNN	LNN	78,150	$9.7m3.48%	3.48%	New
8	MCGRATH RENTCORP COM MGRC	MGRC	63,359	$7.7m2.76%	2.76%	Added +8.0k	+8,000 14.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CAESARS ENTERTAINMENT INC NE CZR	CZR	363,358	$9.6m363.4k shares
VESTIS CORPORATION VSTS	VSTS	1,004,018	$7.9m1.0m shares