Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vision One Management Partners, LP (CIK 1979969) reported $232.0M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HXL ($52.9M, 22.79%), CC ($37.9M, 16.33%), NGVT ($36.9M, 15.90%), POWL ($35.2M, 15.15%), TNC ($26.0M, 11.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HXL | HEXCEL CORP NEW | $52.9M | 22.79% | 653,309 | Added |
| 2 | CC | CHEMOURS CO | $37.9M | 16.33% | 1.7M | Hold |
| 3 | NGVT | INGEVITY CORP | $36.9M | 15.90% | 518,101 | Added |
| 4 | POWL | POWELL INDS INC | $35.2M | 15.15% | 64,983 | Added |
| 5 | TNC | TENNANT COMPANY | $26.0M | 11.21% | 391,593 | Added |
| 6 | VVV | VALVOLINE INC | $19.6M | 8.45% | 582,176 | Added |
| 7 | CZR | CAESARS ENTERTAINMENT INC NEW | $9.6M | 4.14% | 363,358 | Hold |
| 8 | VSTS | VESTIS CORPORATION COM SHS | $7.9M | 3.40% | 1.0M | Trimmed |
| 9 | MGRC | McGRATH RENTCORP | $6.1M | 2.63% | 55,359 | Added |
| 10 | TGNA | TEGNA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31