Institutional Manager · CIK 0001979969
Vision One Management Partners, LP
MIAMI, FL · File #028-23865
Latest AUM
$178.2M
Positions
10
Top-10 Concentration
100.0%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $178.2M
- 13F HOLDINGS REPORTQ/E Sep 202512 pos · $158.9M
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $166.7M
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $172.9M
- 13F HOLDINGS REPORTQ/E Dec 202410 pos · $186.8M
- 13F HOLDINGS REPORTQ/E Sep 20248 pos · $147.0M
- 13F HOLDINGS REPORTQ/E Jun 20246 pos · $147.0M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $170.5M
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |