Filed: 2/18/2026ACC: 0001636587-26-000008
📋 What this filing means
VISION ONE MANAGEMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $178.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$178.21M
Total AUM (reported)
6.17M
Total Shares
Allocation by class
COM$178.21M100.0%
Portfolio Concentration
Top 3$92.85M52.1%
4–10$85.36M47.9%
Top 3 weight
52.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.17M
Sole
Full voting authority
6.17M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
HEXCEL CORP NEW
SOLEShares546.13K
TypeSH
Market value$40.36M
22.65%
Sole
546.13K
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares457.82K
TypeSH
Market value$27.09M
15.20%
Sole
457.82K
Shared
0.00
None
0.00
TENNANT COMPANY
SOLEShares344.58K
TypeSH
Market value$25.40M
14.25%
Sole
344.58K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares1.72M
TypeSH
Market value$20.28M
11.38%
Sole
1.72M
Shared
0.00
None
0.00
POWELL INDS INC
SOLEShares61.45K
TypeSH
Market value$19.59M
10.99%
Sole
61.45K
Shared
0.00
None
0.00
VESTIS CORPORATION COM SHS
SOLEShares1.84M
TypeSH
Market value$12.29M
6.90%
Sole
1.84M
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares393.30K
TypeSH
Market value$11.43M
6.41%
Sole
393.30K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NEW
SOLEShares363.36K
TypeSH
Market value$8.50M
4.77%
Sole
363.36K
Shared
0.00
None
0.00
TEGNA INC
SOLEShares388.01K
TypeSH
Market value$7.53M
4.23%
Sole
388.01K
Shared
0.00
None
0.00
McGRATH RENTCORP
SOLEShares54.75K
TypeSH
Market value$5.74M
3.22%
Sole
54.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HEXCEL CORP NEWSOLE | COM | 546.13K | SH | $40.36M 22.65% | 546.13K | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 457.82K | SH | $27.09M 15.20% | 457.82K | 0.00 | 0.00 |
TENNANT COMPANYSOLE | COM | 344.58K | SH | $25.40M 14.25% | 344.58K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 1.72M | SH | $20.28M 11.38% | 1.72M | 0.00 | 0.00 |
POWELL INDS INCSOLE | COM | 61.45K | SH | $19.59M 10.99% | 61.45K | 0.00 | 0.00 |
VESTIS CORPORATION COM SHSSOLE | COM | 1.84M | SH | $12.29M 6.90% | 1.84M | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 393.30K | SH | $11.43M 6.41% | 393.30K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEWSOLE | COM | 363.36K | SH | $8.50M 4.77% | 363.36K | 0.00 | 0.00 |
TEGNA INCSOLE | COM | 388.01K | SH | $7.53M 4.23% | 388.01K | 0.00 | 0.00 |
McGRATH RENTCORPSOLE | COM | 54.75K | SH | $5.74M 3.22% | 54.75K | 0.00 | 0.00 |