Holdings of Vision One Management Partners, LP
9 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Unattributed 100.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 9 | 232M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Hexcel Corp | 653,309 | 52.9M $ | |
| 2 | Chemours Co/The | 1,720,189 | 37.9M $ | |
| 3 | Ingevity Corp | 518,101 | 36.9M $ | |
| 4 | Powell Industries Inc | 64,983 | 35.2M $ | |
| 5 | Tennant Co | 391,593 | 26M $ | |
| 6 | Valvoline Inc | 582,176 | 19.6M $ | |
| 7 | Caesars Entertainment Inc | 363,358 | 9.6M $ | |
| 8 | Vestis Corp | 1,004,018 | 7.9M $ | |
| 9 | McGrath RentCorp | 55,359 | 6.1M $ |