13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001636587-26-000008
Total Value
$178.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HEXCEL CORP NEW | 428291108 | 546,129 | $40.4M | 22.65% |
| 2 | INGEVITY CORP | NGVT | 457,817 | $27.1M | 15.20% |
| 3 | TENNANT COMPANY | TNC | 344,585 | $25.4M | 14.25% |
| 4 | CHEMOURS CO | CC | 1,720,189 | $20.3M | 11.38% |
| 5 | POWELL INDS INC | 739128106 | 61,448 | $19.6M | 10.99% |
| 6 | VESTIS CORPORATION COM SHS | VSTS | 1,842,319 | $12.3M | 6.90% |
| 7 | VALVOLINE INC | VVV | 393,303 | $11.4M | 6.41% |
| 8 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 363,358 | $8.5M | 4.77% |
| 9 | TEGNA INC | 87901J105 | 388,008 | $7.5M | 4.23% |
| 10 | McGRATH RENTCORP | MGRC | 54,746 | $5.7M | 3.22% |