Vision One Management Partners, LP 13F Holdings
CIK 0001979969
As of Sep 30, 2025, Vision One Management Partners, LP reported 11 positions worth
CIK 0001979969
As of Sep 30, 2025, Vision One Management Partners, LP reported 11 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| HEXCEL CORP | HXL | Industrials | 439,413 | $27.6M | 17.34% |
| CHEMOURS CO | CC | Basic Materials | 1,720,189 | $27.2M | 17.15% |
| INGEVITY CORP | NGVT | Basic Materials | 457,817 | $25.3M | 15.90% |
| TENNANT CO | TNC | Industrials | 291,864 | $23.2M | 14.61% |
| CAESARS ENTERTAINMENT INC | CZR | Consumer Cyclical | 663,358 | 7.9M | 11.28% |
| VESTIS CORP | VSTS | Industrials | 2,259,731 | 0.2M | 6.44% |
| TEGNA INC | TGNA | Communication Services | 400,508 | $8.1M | 5.12% |
| POWELL INDUSTRIES INC | POWL | Industrials | 23,591 | $7.2M | 4.52% |
| ENVIRI CORP | NVRI | Industrials | 436,911 | $5.5M | 3.49% |
| LKQ CORP | LKQ | Consumer Cyclical | 126,156 | $3.9M | 2.42% |
| MCGRATH RENTCORP | MGRC | Industrials | 23,412 | $2.7M | 1.73% |