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.
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
Other tracked managers holding the same core names as Vision One Management Partners, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 9 / 9 | $4.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9 / 9 | $1.6B |
| STATE STREET CORP | 9 / 9 | $1.5B |
| VANGUARD CAPITAL MANAGEMENT LLC | 9 / 9 | $1.4B |
| GEODE CAPITAL MANAGEMENT, LLC | 9 / 9 | $881.8M |
| DIMENSIONAL FUND ADVISORS LP | 9 / 9 | $718.7M |
| MORGAN STANLEY | 9 / 9 | $652.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9 / 9 | $545.1M |
Ranked by how many of Vision One Management Partners, LP's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1979969/holdings"
Use Arkolith to show Vision One Management Partners, LP's latest holdings, largest changes, and filing provenance.
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, filed up to 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.