Vision One Management Partners, LP: 13F holdings
CIK 19799692026Q2
| Positions | 8 |
|---|
| Reported value | $277.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (-1 vs prior quarter) |
|---|
| Reported value | $277.8m (+19.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HXL HEXCEL CORP NEW | 653,309 | $65.4m | 23.5% |
| VVV VALVOLINE INC | 1,220,688 | $48.3m | 17.4% |
| NGVT INGEVITY CORP | 535,082 | $40.0m | 14.4% |
| POWL POWELL INDS INC | 130,054 | $37.2m | 13.4% |
| CC CHEMOURS CO | 1,720,189 | $35.3m | 12.7% |
| TNC TENNANT CO | 391,593 | $34.3m | 12.3% |
| LNN LINDSAY CORP | 78,150 | $9.7m | 3.5% |
| MGRC MCGRATH RENTCORP | 63,359 | $7.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1979969")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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