StockDriftsStockDriftsTop 9 Vision One Management Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HXL | HEXCEL CORP NEW | 22.79% | 653.3K | $52.9M | +19.63%(+107.18K) | $63.94(+38.64%) | 2026-03-31 | |
| CC | CHEMOURS CO | 16.33% | 1.72M | $37.9M | +0.00%(+0) | $20.34(+13.74%) | 2026-03-31 | |
| NGVT | INGEVITY CORP | 15.9% | 518.1K | $36.9M | +13.17%(+60.28K) | $43.32(+55.99%) | 2026-03-31 | |
| POWL | POWELL INDS INC | 15.15% | 65.0K | $35.2M | +5.75%(+3.54K) | $99.52(+194.06%) | 2026-03-31 | |
| TNC | TENNANT COMPANY | 11.21% | 391.6K | $26.0M | +13.64%(+47.01K) | $80.77(-0.06%) | 2026-03-31 | |
| VVV | VALVOLINE INC | 8.45% | 582.2K | $19.6M | +48.02%(+188.87K) | $32.12(+0.83%) | 2026-03-31 | |
| CZR | CAESARS ENTERTAINMENT INC NEW | 4.14% | 363.4K | $9.6M | +0.00%(+0) | $46.25(-39.89%) | 2026-03-31 | |
| VSTS | VESTIS CORPORATION COM SHS | 3.4% | 1.00M | $7.9M | -45.50%(-838.30K) | $15.56(-21.29%) | 2026-03-31 | |
| MGRC | McGRATH RENTCORP | 2.63% | 55.4K | $6.1M | +1.12%(+613) | $113.34(-1.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.31% | -20.36% |
| Top 20 Holdings Unweighted | +5.99% | +19.08% |
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