本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Vision One Management Partners, LP (CIK 1979969) reported $277.8M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HXL ($65.4M, 23.54%), VVV ($48.3M, 17.38%), NGVT ($40.0M, 14.38%), POWL ($37.2M, 13.41%), CC ($35.3M, 12.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HXL | HEXCEL CORP NEW | $65.4M | 23.54% | 653,309 | Hold |
| 2 | VVV | VALVOLINE INC | $48.3M | 17.38% | 1.2M | Added |
| 3 | NGVT | INGEVITY CORP | $40.0M | 14.38% | 535,082 | Added |
| 4 | POWL | POWELL INDS INC | $37.2M | 13.41% | 130,054 | Added |
| 5 | CC | CHEMOURS CO | $35.3M | 12.71% | 1.7M | Hold |
| 6 | TNC | TENNANT CO | $34.3M | 12.34% | 391,593 | Hold |
| 7 | LNN | LINDSAY CORP | $9.7M | 3.48% | 78,150 | New |
| 8 | MGRC | MCGRATH RENTCORP | $7.7M | 2.76% | 63,359 | Added |
| 9 | CZR | CAESARS ENTERTAINMENT INC NEW | $0 | 0.00% | 0 | Exited |
| 10 | VSTS | VESTIS CORPORATION COM SHS | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30