Vision One Management Partners, LP Diversified Active

Name: Vision One Management Partners, LP Q2 2026 13F Filing | 13F Explorer
Creator: Vision One Management Partners, LP
Published: 2026-08-14

Location: Miami, FL

CIK: 0001979969 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $278M (100.0% shares, 0.0% debt)

Holdings (8)

New Positions (1)

LNN LINDSAY CORP 3.5%

Value $9.675M Shares 78,150 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LNN	LINDSAY CORP	78,150	$9.675M	3.5%	—	—	COM	535555106

Increased Positions (4)

VVV VALVOLINE INC 17.4%

Value $48.27M (+146.2%) Shares 1,220,688 (+109.7%) Est. Cost — Unrealized —

NGVT INGEVITY CORP 14.4%

Value $39.95M (+8.3%) Shares 535,082 (+3.3%) Est. Cost — Unrealized —

POWL POWELL INDS INC 13.4%

Value $37.24M (+5.9%) Shares 130,054 (+100.1%) Est. Cost — Unrealized —

MGRC MCGRATH RENTCORP 2.8%

Value $7.668M (+25.6%) Shares 63,359 (+14.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VVV	VALVOLINE INC	1,220,688 (+109.7%)	$48.27M (+146.2%)	17.4%	—	—	COM	92047W101
NGVT	INGEVITY CORP	535,082 (+3.3%)	$39.95M (+8.3%)	14.4%	—	—	COM	45688C107
POWL	POWELL INDS INC	130,054 (+100.1%)	$37.24M (+5.9%)	13.4%	—	—	COM	739128106
MGRC	MCGRATH RENTCORP	63,359 (+14.5%)	$7.668M (+25.6%)	2.8%	—	—	COM	580589109

Exited Positions (2)

CZR CAESARS ENTERTAINMENT INC NEW 3.5%

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

VSTS VESTIS CORPORATION COM SHS 2.8%

Value $7.892M Shares 1,004,018 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CZR	CAESARS ENTERTAINMENT INC NEW	363,358	$9.604M	3.5%	—	—	—	12769G100
VSTS	VESTIS CORPORATION COM SHS	1,004,018	$7.892M	2.8%	—	—	—	29430C102

Unchanged Positions (3)

HXL HEXCEL CORP NEW 23.5%

Value $65.37M Shares 653,309 Est. Cost — Unrealized —

TNC TENNANT CO 12.3%

Value $34.28M Shares 391,593 Est. Cost — Unrealized —

CC CHEMOURS CO 12.7%

Value $35.3M Shares 1,720,189 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HXL	HEXCEL CORP NEW	653,309	$65.37M	23.5%	—	—	COM	428291108
TNC	TENNANT CO	391,593	$34.28M	12.3%	—	—	COM	880345103
CC	CHEMOURS CO	1,720,189	$35.3M	12.7%	—	—	COM	163851108