Q2 2026 13F · SEC CIK 1979969
Vision One Management Partners, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $277.8M
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $184.7M
Vision One Management Partners, LP is a hedge fund that reported 8 positions worth $277.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Hexcel Corp New (HXL, 23.5%), Valvoline Inc (VVV, 17.4%), Ingevity Corp (NGVT, 14.4%).
Vision One Management Partners, LP holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| HXLHexcel Corp New | 23.5% | +0.0% | $65.4M |
| VVVValvoline Inc | 17.4% | +109.7% | $48.3M |
| NGVTIngevity Corp | 14.4% | +3.3% | $40.0M |
| POWLPowell Inds Inc | 13.4% | +100.1% | $37.2M |
| CCChemours Co | 12.7% | +0.0% | $35.3M |
| TNCTennant Co | 12.3% | +0.0% | $34.3M |
| LNNLindsay Corp | 3.5% | — | $9.7M |
| MGRCMcgrath Rentcorp Com | 2.8% | +14.5% | $7.7M |
What Vision One Management Partners, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- LNN Lindsay Corp3.5% of 13F
Added to
- VVV Valvoline Inc+109.7% shares
- POWL Powell Inds Inc+100.1% shares
- MGRC Mcgrath Rentcorp Com+14.5% shares
Reduced
No position shrank by more than 5%.
Sold out
- Caesars Entertainment Inc Newas 4.1%
- VSTS Vestis Corporationwas 3.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $277.8M | 8 |
| Q1 2026 | $232.0M | 9 |
| Q4 2025 | $178.2M | 10 |
| Q3 2025 | $158.9M | 11 |
| Q2 2025 | $166.7M | 9 |
| Q1 2025 | $172.9M | 8 |
| Q4 2024 | $186.8M | 10 |
| Q3 2024 | $147.0M | 8 |
| Q2 2024 | $147.0M | 6 |
| Q1 2024 | $170.5M | 7 |
| Q4 2023 | $168.0M | 8 |
Questions about Vision One Management Partners, LP's portfolio
What stocks does Vision One Management Partners, LP own?
Vision One Management Partners, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 8 positions worth $277.8M. The largest are Hexcel Corp New (HXL) at 23.5%, Valvoline Inc (VVV) at 17.4%, Ingevity Corp (NGVT) at 14.4%, Powell Inds Inc (POWL) at 13.4% and Chemours Co (CC) at 12.7%.
What did Vision One Management Partners, LP buy last quarter?
In Q2 2026, Vision One Management Partners, LP added a new position in Lindsay Corp (LNN), Valvoline Inc (VVV) (+109.7% shares), Powell Inds Inc (POWL) (+100.1% shares) and Mcgrath Rentcorp Com (MGRC) (+14.5% shares), compared with its Q1 2026 filing.
What did Vision One Management Partners, LP sell last quarter?
In Q2 2026, Vision One Management Partners, LP sold all of Caesars Entertainment Inc Ne and sold all of Vestis Corporation (VSTS), compared with its Q1 2026 filing.
When is Vision One Management Partners, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Vision One Management Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Vision One Management Partners, LP manage?
Vision One Management Partners, LP reported $184.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $277.8M.