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Vision One Management Partners, LP
hedge fundUpdated 27 days agoManaged by Vision One Management Partners, Lp • Latest filing Q2 2026
Portfolio value
$277.8M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
3.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 11 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2023 | $168M |
| Q1 2024 | $170.5M |
| Q2 2024 | $147M |
| Q3 2024 | $147M |
| Q4 2024 | $186.8M |
| Q1 2025 | $172.9M |
| Q2 2025 | $166.7M |
| Q3 2025 | $158.9M |
| Q4 2025 | $178.2M |
| Q1 2026 | $232M |
| Q2 2026 | $277.8M |
Top holdings
8 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H HXL HEXCEL CORP NEW | $65.4M | 653.3K | 23.54% | — |
| 2 | V VVV VALVOLINE INC | $48.3M | 1.22M | 17.38% | — |
| 3 | N NGVT INGEVITY CORP | $40M | 535.1K | 14.38% | — |
| 4 | P POWL POWELL INDS INC | $37.2M | 130.1K | 13.41% | — |
| 5 | C CC CHEMOURS CO | $35.3M | 1.72M | 12.71% | — |
| 6 | T TNC TENNANT CO | $34.3M | 391.6K | 12.34% | — |
| 7 | L LNN LINDSAY CORP | $9.7M | 78.2K | 3.48% | — |
| 8 | M MGRC MCGRATH RENTCORP | $7.7M | 63.4K | 2.76% | — |