StockDriftsStockDriftsTop 8 Vision One Management Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HXL | HEXCEL CORP NEW | 23.54% | 653.3K | $65.4M | +0.00%(+0) | $63.94(+62.76%) | 2026-06-30 | |
| VVV | VALVOLINE INC | 17.38% | 1.22M | $48.3M | +109.68%(+638.51K) | $34.33(-0.40%) | 2026-06-30 | |
| NGVT | INGEVITY CORP | 14.38% | 535.1K | $40.0M | +3.28%(+16.98K) | $44.24(+73.55%) | 2026-06-30 | |
| POWL | POWELL INDS INC | 13.41% | 130.1K | $37.2M | -33.29%(-64.89K) | $99.52(+114.51%) | 2026-06-30 | |
| CC | CHEMOURS CO | 12.71% | 1.72M | $35.3M | +0.00%(+0) | $20.34(-22.06%) | 2026-06-30 | |
| TNC | TENNANT CO | 12.34% | 391.6K | $34.3M | +0.00%(+0) | $80.77(-15.08%) | 2026-06-30 | |
| LNN | LINDSAY CORP | 3.48% | 78.2K | $9.7M | new | $120.72(-4.68%) | 2026-06-30 | |
| MGRC | MCGRATH RENTCORP | 2.76% | 63.4K | $7.7M | +14.45%(+8.00K) | $113.60(+7.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.54% |
Vision One Management Partners LP reports $277.75M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are HXL (23.5%), VVV (17.4%) and NGVT (14.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +3.25% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vision One Management Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1979969). View Vision One Management Partners LP’s 13F filings on SEC