The Analysis of Vision One Management Partners, LP's Holdings & P&L

Currently, Vision One Management Partners, LP holds 9 types of securities in its portfolio with a total value $232.0M. In the most recent quarter, they have increased their positions in HXL (+107.2K shares, valued at $8.7M), VVV (+188.9K shares, valued at $6.4M), NGVT (+60.3K shares, valued at $4.3M); decreased their positions in VSTS (-838.3K shares, valued at $6.6M).

1M P&L

-776.9K-0.31%

3M P&L

+28.3M+13.00%

HY P&L

+84.0M+51.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Chemicals47.4M

26.6%

2Aerospace & Defense40.4M

22.6%

3Specialty Industrial Machinery25.4M

14.3%

Top Industries by Stock Count

1Specialty Chemicals2 stocks

20.0%

2Rental & Leasing Services2 stocks

20.0%

3Resorts & Casinos1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HXL HEXCEL CORP NEW653.3K shares19.63%2026-03-312026-05-15

CC CHEMOURS CO1.7M shares0.00%2026-03-312026-05-15

NGVT INGEVITY CORP518.1K shares13.17%2026-03-312026-05-15

POWL POWELL INDS INC65.0K shares5.75%2026-03-312026-05-15

TNC TENNANT COMPANY391.6K shares13.64%2026-03-312026-05-15

VVV VALVOLINE INC582.2K shares48.02%2026-03-312026-05-15

CZR CAESARS ENTERTAINMENT INC NEW363.4K shares0.00%2026-03-312026-05-15

VSTS VESTIS CORPORATION COM SHS1.0M shares-45.50%2026-03-312026-05-15

Sponsored

MGRC McGRATH RENTCORP55.4K shares1.12%2026-03-312026-05-15

HXL

HEXCEL CORP NEW

19.63%

Shares653.3K

Event2026-03-31

Filed2026-05-15

CHEMOURS CO

0.00%

Shares1.7M

Event2026-03-31

Filed2026-05-15

NGVT

INGEVITY CORP

13.17%

Shares518.1K

Event2026-03-31

Filed2026-05-15

POWL

POWELL INDS INC

5.75%

Shares65.0K

Event2026-03-31

Filed2026-05-15

TNC

TENNANT COMPANY

13.64%

Shares391.6K

Event2026-03-31

Filed2026-05-15

VVV

VALVOLINE INC

48.02%

Shares582.2K

Event2026-03-31

Filed2026-05-15

CZR

CAESARS ENTERTAINMENT INC NEW

0.00%

Shares363.4K

Event2026-03-31

Filed2026-05-15

VSTS

VESTIS CORPORATION COM SHS

-45.50%

Shares1.0M

Event2026-03-31

Filed2026-05-15

MGRC

McGRATH RENTCORP

1.12%

Shares55.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available