Vision One Management Partners, LP reported 8 positions worth $277.75M for the quarter ended Jun 30, 2026, up 19.7% on the prior quarter. It opened 1 new position, added to 3, trimmed 1 and exited 2. Its largest holding is Hexcel Corp at 23.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LNN Lindsay Corp | +78.2K | $9.67M | 3.48% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HXL Hexcel Corp | Basic Materials | 653.3K | $65.37M | 23.54% | 0 | 0.0% | Unchanged | 0.86% |
| 2 | VVV Valvoline Inc | Consumer Discretionary | 1.22M | $48.27M | 17.38% | +638.5K | +109.7% | Added | 0.96% |
| 3 | NGVT Ingevity Corp | Basic Materials | 535.1K | $39.95M | 14.38% | +17.0K | +3.3% | Added | 1.54% |
| 4 | POWL Powell Industries Inc | Industrials | 130.1K | $37.24M | 13.41% | -64.9K | -33.3% | Reduced | 0.36% |
| 5 | CC Chemours Co | Basic Materials | 1.72M | $35.30M | 12.71% | 0 | 0.0% | Unchanged | 1.14% |
| 6 | TNC Tennant Co | Industrials | 391.6K | $34.28M | 12.34% | 0 | 0.0% | Unchanged | 2.3% |
| 7 | LNN Lindsay Corp | Industrials | 78.2K | $9.67M | 3.48% | +78.2K | – | New | 0.76% |
| 8 | MGRC Mcgrath Rentcorp | Industrials | 63.4K | $7.67M | 2.76% | +8,000 | +14.5% | Added | 0.26% |
Tip. Select a row to see that position’s full history at Vision One Management Partners.
As of its Q2 2026 13F filing, Vision One Management Partners, LP’s five largest positions were Hexcel Corp (HXL) at 23.5%, Valvoline Inc (VVV) at 17.4%, Ingevity Corp (NGVT) at 14.4%, Powell Industries Inc (POWL) at 13.4%, Chemours Co (CC) at 12.7% of the reported portfolio.
Vision One Management Partners, LP reported a 13F portfolio worth $277.75M across 8 positions for Q2 2026. That is up 19.7% from the previous quarter.
Its largest purchases by value were Valvoline Inc ($25.25M), Lindsay Corp ($9.67M), Ingevity Corp ($1.27M). It opened 1 new positions.
Its largest sales by value were Powell Industries Inc ($18.58M), Caesars Entertainment, Inc. ($9.60M), Vestis Corp ($7.89M). It exited 2 positions entirely.
From the Form 13F-HR reports Vision One Management Partners, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.