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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
10 quarters · across all stocks
Holdings in POWL
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,161,001 | 64,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,588,393 | 61,448 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,190,772 | 23,591 | Shares | Sole | 2025-11-17 | |
| No 13F history on record for this holder in this stock. | ||||||