13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001636587-25-000059
Total Value
$158.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HEXCEL CORP NEW | 428291108 | 439,413 | $27.6M | 17.34% |
| 2 | CHEMOURS CO | CC | 1,720,189 | $27.2M | 17.15% |
| 3 | INGEVITY CORP | NGVT | 457,817 | $25.3M | 15.90% |
| 4 | TENNANT COMPANY | TNC | 283,764 | $23.0M | 14.47% |
| 5 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 663,358 | $17.9M | 11.28% |
| 6 | VESTIS CORPORATION | VSTS | 2,259,731 | $10.2M | 6.44% |
| 7 | TEGNA INC | 87901J105 | 400,508 | $8.1M | 5.12% |
| 8 | POWELL INDS INC | 739128106 | 23,591 | $7.2M | 4.52% |
| 9 | ENVIRI CORP | NVRI | 436,911 | $5.5M | 3.49% |
| 10 | LKQ CORP | LKQ | 126,156 | $3.9M | 2.42% |
| 11 | McGRATH RENTCORP | MGRC | 23,412 | $2.7M | 1.73% |
| 12 | TENNANT COMPANY | TNC | 8,100 | $210,195 | 0.13% |