Filed: 11/17/2025ACC: 0001636587-25-000059
📋 What this filing means
VISION ONE MANAGEMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $158.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$158.92M
Total AUM (reported)
6.84M
Total Shares
Allocation by class
COM$148.68M93.6%
COM SHS$10.24M6.4%
Portfolio Concentration
Top 3$80.07M50.4%
4–10$76.11M47.9%
11–25$2.75M1.7%
Top 3 weight
50.4%
Top 10 weight
98.3%
Voting Authority Distribution
Total shares with voting rights: 6.83M
Sole
Full voting authority
6.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
HEXCEL CORP NEW
SOLEShares439.41K
TypeSH
Market value$27.55M
17.34%
Sole
439.41K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares1.72M
TypeSH
Market value$27.25M
17.15%
Sole
1.72M
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares457.82K
TypeSH
Market value$25.27M
15.90%
Sole
457.82K
Shared
0.00
None
0.00
TENNANT COMPANY
SOLEShares291.86K
TypeSH
Market value$23.21M
14.61%
Sole
283.76K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NEW
SOLEShares663.36K
TypeSH
Market value$17.93M
11.28%
Sole
663.36K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares2.26M
TypeSH
Market value$10.24M
6.44%
Sole
2.26M
Shared
0.00
None
0.00
TEGNA INC
SOLEShares400.51K
TypeSH
Market value$8.14M
5.12%
Sole
400.51K
Shared
0.00
None
0.00
POWELL INDS INC
SOLEShares23.59K
TypeSH
Market value$7.19M
4.52%
Sole
23.59K
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares436.91K
TypeSH
Market value$5.54M
3.49%
Sole
436.91K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares126.16K
TypeSH
Market value$3.85M
2.42%
Sole
126.16K
Shared
0.00
None
0.00
McGRATH RENTCORP
SOLEShares23.41K
TypeSH
Market value$2.75M
1.73%
Sole
23.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HEXCEL CORP NEWSOLE | COM | 439.41K | SH | $27.55M 17.34% | 439.41K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 1.72M | SH | $27.25M 17.15% | 1.72M | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 457.82K | SH | $25.27M 15.90% | 457.82K | 0.00 | 0.00 |
TENNANT COMPANYSOLE | COM | 291.86K | SH | $23.21M 14.61% | 283.76K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEWSOLE | COM | 663.36K | SH | $17.93M 11.28% | 663.36K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 2.26M | SH | $10.24M 6.44% | 2.26M | 0.00 | 0.00 |
TEGNA INCSOLE | COM | 400.51K | SH | $8.14M 5.12% | 400.51K | 0.00 | 0.00 |
POWELL INDS INCSOLE | COM | 23.59K | SH | $7.19M 4.52% | 23.59K | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 436.91K | SH | $5.54M 3.49% | 436.91K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 126.16K | SH | $3.85M 2.42% | 126.16K | 0.00 | 0.00 |
McGRATH RENTCORPSOLE | COM | 23.41K | SH | $2.75M 1.73% | 23.41K | 0.00 | 0.00 |