Vision One Management Partners, LP holds a concentrated book of 9 stocks worth $232.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Vestis Corp. Their largest long position is Hexcel Corp at 23% of the equity book.
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Use Arkolith to show Vision One Management Partners, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hexcel Corp New COM | $52.9M | 653.3K | 22.8% | ▲+20% Added · +107K sh | |
| 2 | Chemours Co COM | $37.9M | 1.72M | 16.3% | —Held | |
| 3 | Ingevity Corp COM | $36.9M | 518.1K | 15.9% | ▲+13% Added · +60K sh | |
| 4 | Powell Inds Inc COM | $35.2M | 65.0K | 15.2% | ▲+5.8% Added · +4K sh | |
| 5 | Tennant Company COM | $26.0M | 391.6K | 11.2% | ▲+14% Added · +47K sh | |
| 6 | Valvoline Inc COM | $19.6M | 582.2K | 8.5% | ▲+48% Added · +189K sh | |
| 7 | Caesars Entertainment Inc New COM | $9.6M | 363.4K | 4.1% | —Held | |
| 8 | Vestis Corporation Com SHS COM | $7.9M | 1.00M | 3.4% | ▼−46% Reduced · −838K sh | |
| 9 | McGrath Rentcorp COM | $6.1M | 55.4K | 2.6% | ▲+1.1% Added · +613 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 9 | $232.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 10 | $178.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 12 | $158.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 9 | $166.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 8 | $172.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 10 | $186.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 8 | $147.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 6 | $147.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 7 | $170.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.