Vision One Management Partners, LP Diversified Active

Name: Vision One Management Partners, LP Q1 2026 13F Filing | 13F Explorer
Creator: Vision One Management Partners, LP
Published: 2026-05-15

Location: Miami, FL

CIK: 0001979969 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $232M (100.0% shares, 0.0% debt)

Holdings (9)

HXL HEXCEL CORP NEW 22.8%

Value $52.87M Shares 653,309 Est. Cost $66.69 Unrealized +26.5%

CC CHEMOURS CO 16.3%

Value $37.9M Shares 1,720,189 Est. Cost $18.45 Unrealized -9.9%

NGVT INGEVITY CORP 15.9%

Value $36.9M Shares 518,101 Est. Cost $44.21 Unrealized +55.4%

POWL POWELL INDS INC 15.2%

Value $35.16M Shares 64,983 Est. Cost $313.88 Unrealized +50.1%

TNC TENNANT COMPANY 11.2%

Value $26M Shares 391,593 Est. Cost $81.15 Unrealized -4.0%

VVV VALVOLINE INC 8.5%

Value $19.61M Shares 582,176 Est. Cost $32.88 Unrealized +4.9%

CZR CAESARS ENTERTAINMENT INC NEW 4.1%

Value $9.604M Shares 363,358 Est. Cost $43.89 Unrealized -49.9%

VSTS VESTIS CORPORATION COM SHS 3.4%

Value $7.892M Shares 1,004,018 Est. Cost $14.76 Unrealized -52.1%

MGRC McGRATH RENTCORP 2.6%

Value $6.105M Shares 55,359 Est. Cost $113.29 Unrealized +0.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HXL	HEXCEL CORP NEW	653,309	$52.87M	22.8%	$66.69	+26.5%	COM	428291108
CC	CHEMOURS CO	1,720,189	$37.9M	16.3%	$18.45	-9.9%	COM	163851108
NGVT	INGEVITY CORP	518,101	$36.9M	15.9%	$44.21	+55.4%	COM	45688C107
POWL	POWELL INDS INC	64,983	$35.16M	15.2%	$313.88	+50.1%	COM	739128106
TNC	TENNANT COMPANY	391,593	$26M	11.2%	$81.15	-4.0%	COM	880345103
VVV	VALVOLINE INC	582,176	$19.61M	8.5%	$32.88	+4.9%	COM	92047W101
CZR	CAESARS ENTERTAINMENT INC NEW	363,358	$9.604M	4.1%	$43.89	-49.9%	COM	12769G100
VSTS	VESTIS CORPORATION COM SHS	1,004,018	$7.892M	3.4%	$14.76	-52.1%	COM	29430C102
MGRC	McGRATH RENTCORP	55,359	$6.105M	2.6%	$113.29	+0.1%	COM	580589109