Filed: 8/14/2026ACC: 0001636587-26-000068
📋 What this filing means
VISION ONE MANAGEMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $277.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$277.75M
Total AUM (reported)
4.79M
Total Shares
Allocation by class
COM$277.75M100.0%
Portfolio Concentration
Top 3$153.59M55.3%
4–10$124.16M44.7%
Top 3 weight
55.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.79M
Sole
Full voting authority
4.79M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
HEXCEL CORP NEW
SOLEShares653.31K
TypeSH
Market value$65.37M
23.54%
Sole
653.31K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares1.22M
TypeSH
Market value$48.27M
17.38%
Sole
1.22M
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares535.08K
TypeSH
Market value$39.95M
14.38%
Sole
535.08K
Shared
0.00
None
0.00
POWELL INDS INC
SOLEShares130.05K
TypeSH
Market value$37.24M
13.41%
Sole
130.05K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares1.72M
TypeSH
Market value$35.30M
12.71%
Sole
1.72M
Shared
0.00
None
0.00
TENNANT CO
SOLEShares391.59K
TypeSH
Market value$34.28M
12.34%
Sole
391.59K
Shared
0.00
None
0.00
LINDSAY CORP
SOLEShares78.15K
TypeSH
Market value$9.67M
3.48%
Sole
78.15K
Shared
0.00
None
0.00
MCGRATH RENTCORP
SOLEShares63.36K
TypeSH
Market value$7.67M
2.76%
Sole
63.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HEXCEL CORP NEWSOLE | COM | 653.31K | SH | $65.37M 23.54% | 653.31K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 1.22M | SH | $48.27M 17.38% | 1.22M | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 535.08K | SH | $39.95M 14.38% | 535.08K | 0.00 | 0.00 |
POWELL INDS INCSOLE | COM | 130.05K | SH | $37.24M 13.41% | 130.05K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 1.72M | SH | $35.30M 12.71% | 1.72M | 0.00 | 0.00 |
TENNANT COSOLE | COM | 391.59K | SH | $34.28M 12.34% | 391.59K | 0.00 | 0.00 |
LINDSAY CORPSOLE | COM | 78.15K | SH | $9.67M 3.48% | 78.15K | 0.00 | 0.00 |
MCGRATH RENTCORPSOLE | COM | 63.36K | SH | $7.67M 2.76% | 63.36K | 0.00 | 0.00 |