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)

Filing Date: May 15, 2026

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

Holdings (9)

Increased Positions (6)

POWL POWELL INDS INC 15.2%

Value $35.16M (+79.5%) Shares 64,983 (+5.8%) Est. Cost — Unrealized —

HXL HEXCEL CORP NEW 22.8%

Value $52.87M (+31.0%) Shares 653,309 (+19.6%) Est. Cost — Unrealized —

NGVT INGEVITY CORP 15.9%

Value $36.9M (+36.2%) Shares 518,101 (+13.2%) Est. Cost — Unrealized —

VVV VALVOLINE INC 8.5%

Value $19.61M (+71.6%) Shares 582,176 (+48.0%) Est. Cost — Unrealized —

TNC TENNANT COMPANY 11.2%

Value $26M (+2.4%) Shares 391,593 (+13.6%) Est. Cost — Unrealized —

MGRC McGRATH RENTCORP 2.6%

Value $6.105M (+6.3%) Shares 55,359 (+1.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
POWL	POWELL INDS INC	64,983 (+5.8%)	$35.16M (+79.5%)	15.2%	—	—	COM	739128106
HXL	HEXCEL CORP NEW	653,309 (+19.6%)	$52.87M (+31.0%)	22.8%	—	—	COM	428291108
NGVT	INGEVITY CORP	518,101 (+13.2%)	$36.9M (+36.2%)	15.9%	—	—	COM	45688C107
VVV	VALVOLINE INC	582,176 (+48.0%)	$19.61M (+71.6%)	8.5%	—	—	COM	92047W101
TNC	TENNANT COMPANY	391,593 (+13.6%)	$26M (+2.4%)	11.2%	—	—	COM	880345103
MGRC	McGRATH RENTCORP	55,359 (+1.1%)	$6.105M (+6.3%)	2.6%	—	—	COM	580589109

Exited Positions (1)

TGNA TEGNA INC 3.2%

Value $7.531M Shares 388,008 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TGNA	TEGNA INC	388,008	$7.531M	3.2%	—	—	—	87901J105

Decreased Positions (1)

VSTS VESTIS CORPORATION COM SHS 3.4%

Value $7.892M (-35.8%) Shares 1,004,018 (-45.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VSTS	VESTIS CORPORATION COM SHS	1,004,018 (-45.5%)	$7.892M (-35.8%)	3.4%	—	—	COM	29430C102

Unchanged Positions (2)

CC CHEMOURS CO 16.3%

Value $37.9M Shares 1,720,189 Est. Cost — Unrealized —

CZR CAESARS ENTERTAINMENT INC NEW 4.1%

Value $9.604M Shares 363,358 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CC	CHEMOURS CO	1,720,189	$37.9M	16.3%	—	—	COM	163851108
CZR	CAESARS ENTERTAINMENT INC NEW	363,358	$9.604M	4.1%	—	—	COM	12769G100