Filed: 5/15/2026ACC: 0001636587-26-000033
📋 What this filing means
VISION ONE MANAGEMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $232.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$232.04M
Total AUM (reported)
5.35M
Total Shares
Allocation by class
COM$232.04M100.0%
Portfolio Concentration
Top 3$127.67M55.0%
4–10$104.37M45.0%
Top 3 weight
55.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.35M
Sole
Full voting authority
5.35M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
HEXCEL CORP NEW
SOLEShares653.31K
TypeSH
Market value$52.87M
22.79%
Sole
653.31K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares1.72M
TypeSH
Market value$37.90M
16.33%
Sole
1.72M
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares518.10K
TypeSH
Market value$36.90M
15.90%
Sole
518.10K
Shared
0.00
None
0.00
POWELL INDS INC
SOLEShares64.98K
TypeSH
Market value$35.16M
15.15%
Sole
64.98K
Shared
0.00
None
0.00
TENNANT COMPANY
SOLEShares391.59K
TypeSH
Market value$26.00M
11.21%
Sole
391.59K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares582.18K
TypeSH
Market value$19.61M
8.45%
Sole
582.18K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NEW
SOLEShares363.36K
TypeSH
Market value$9.60M
4.14%
Sole
363.36K
Shared
0.00
None
0.00
VESTIS CORPORATION COM SHS
SOLEShares1M
TypeSH
Market value$7.89M
3.40%
Sole
1M
Shared
0.00
None
0.00
McGRATH RENTCORP
SOLEShares55.36K
TypeSH
Market value$6.10M
2.63%
Sole
55.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HEXCEL CORP NEWSOLE | COM | 653.31K | SH | $52.87M 22.79% | 653.31K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 1.72M | SH | $37.90M 16.33% | 1.72M | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 518.10K | SH | $36.90M 15.90% | 518.10K | 0.00 | 0.00 |
POWELL INDS INCSOLE | COM | 64.98K | SH | $35.16M 15.15% | 64.98K | 0.00 | 0.00 |
TENNANT COMPANYSOLE | COM | 391.59K | SH | $26.00M 11.21% | 391.59K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 582.18K | SH | $19.61M 8.45% | 582.18K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEWSOLE | COM | 363.36K | SH | $9.60M 4.14% | 363.36K | 0.00 | 0.00 |
VESTIS CORPORATION COM SHSSOLE | COM | 1M | SH | $7.89M 3.40% | 1M | 0.00 | 0.00 |
McGRATH RENTCORPSOLE | COM | 55.36K | SH | $6.10M 2.63% | 55.36K | 0.00 | 0.00 |