Investor
Vision One Management Partners, LP
CIK 0001979969 · filed 2026-05-15 · SEC filing
13F book
$232M
Positions
9
0 new · 1 sold
Largest name
22.8%
Hexcel Corp New
Est. mark
$42.5M
Price effect on 9 names still held. Flow $11.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Hexcel Corp New | — | 653.3K | $52.9M | 22.8% | $3.84M | Added$12.5M |
| Chemours Co | CC | 1.72M | $37.9M | 16.3% | $17.6M | Held |
| Ingevity Corp | NGVT | 518.1K | $36.9M | 15.9% | $5.52M | Added$9.81M |
| Powell Inds Inc | — | 65K | $35.2M | 15.2% | $13.7M | Added$15.6M |
| Tennant Co | TNC | 391.6K | $26M | 11.2% | −$2.52M | Added$605.9K |
| Valvoline Inc | VVV | 582.2K | $19.6M | 8.5% | $1.82M | Added$8.18M |
| Caesars Entertainment Inc Ne | — | 363.4K | $9.6M | 4.1% | $1.1M | Held |
| Vestis Corp | VSTS | 1M | $7.89M | 3.4% | $1.19M | Cut−$4.4M |
| Mcgrath Rentcorp | MGRC | 55.4K | $6.1M | 2.6% | $292.9K | Added$360.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.