Institutional Fund
Vision One Management Partners, LP
Miami, FLCIK 19799695 filings on record
Portfolio Value
$232.04M
Q1 2026
Holdings
9
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+30.2%
from $178.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Hexcel Corp New22.8%
- Chemours Co16.3%
- Ingevity Corp15.9%
- Powell Inds Inc15.2%
- Tennant Co11.2%
- Valvoline Inc8.5%
- Other10.2%
Portfolio Holdings
9 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hexcel Corp New | 653.3K | $52.87M | 22.8% | +107.2K | Added |
| 2 | Chemours Co | 1.72M | $37.90M | 16.3% | 0 | Held |
| 3 | Ingevity Corp | 518.1K | $36.90M | 15.9% | +60.3K | Added |
| 4 | Powell Inds Inc | 65.0K | $35.16M | 15.2% | +3.5K | Added |
| 5 | Tennant Co | 391.6K | $26.00M | 11.2% | +47.0K | Added |
| 6 | Valvoline Inc | 582.2K | $19.61M | 8.5% | +188.9K | Added |
| 7 | Caesars Entertainment Inc Ne | 363.4K | $9.60M | 4.1% | 0 | Held |
| 8 | Vestis Corporation | 1.00M | $7.89M | 3.4% | −838.3K | Reduced |
| 9 | Mcgrath Rentcorp | 55.4K | $6.10M | 2.6% | +613 | Added |