Vision One Management Partners, LP
Top Portfolio Positions
9 positions ·
$232,042,979 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| HXL |
Hexcel Corp /De/
Industrials
|
653,309 | $52,872,297 | 22.79% |
| CC |
Chemours Co
Basic Materials
|
1,720,189 | $37,895,763 | 16.33% |
| NGVT |
Ingevity Corp
Basic Materials
|
518,101 | $36,904,334 | 15.90% |
| POWL |
Powell Industries Inc
Industrials
|
64,983 | $35,161,001 | 15.15% |
| TNC |
Tennant Co
Industrials
|
391,593 | $26,001,775 | 11.21% |
| VVV |
Valvoline Inc
Consumer Cyclical
|
582,176 | $19,607,687 | 8.45% |
| CZR |
Caesars Entertainment, Inc.
Consumer Cyclical
|
363,358 | $9,603,551 | 4.14% |
| VSTS |
Vestis Corp
Industrials
|
1,004,018 | $7,891,581 | 3.40% |
| MGRC |
Mcgrath Rentcorp
Industrials
|
55,359 | $6,104,990 | 2.63% |
Holdings in CC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,895,763 | 1,720,189 | Shares | Sole | 2026-05-15 | |
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