Vision One Management Partners, LP
Vision One Management Partners, LP reported 8 US-listed holdings worth $277.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Hexcel Corp. (23.5%), Valvoline Inc. (17.4%) and Ingevity Corp. (14.4%). Against the quarter before, it opened 1 position, added to 3, trimmed 1 and sold out of 2.
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +55.9% over the 3 quarters to 30 June 2026, against +12.1% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Lindsay Corp. LNN$9.7 million
Added to 3
- Valvoline Inc. VVV+638,512 shares · +110%
- Ingevity Corp. NGVT+16,981 shares · +3%
- McGrath Rentcorp MGRC+8,000 shares · +14%
Trimmed 1
- Powell Industries Inc. POWL-64,895 shares · -33%
Sold out of 2
- Caesars Entertainment, Inc. CZR$9.6 million last quarter
- Vestis Corp. VSTS$7.9 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Hexcel Corp. HXL | 653.3K | $65.4 million | 23.54% | no change |
| Valvoline Inc. VVV | 1.2M | $48.3 million | 17.38% | +638.5K |
| Ingevity Corp. NGVT | 535.1K | $40.0 million | 14.38% | +17.0K |
| Powell Industries Inc. POWL | 130.1K | $37.2 million | 13.41% | -64.9K |
| Chemours Co. CC | 1.7M | $35.3 million | 12.71% | no change |
| Tennant Co. TNC | 391.6K | $34.3 million | 12.34% | no change |
| Lindsay Corp. LNN | 78.2K | $9.7 million | 3.48% | new |
| McGrath Rentcorp MGRC | 63.4K | $7.7 million | 2.76% | +8.0K |