VISION ONE MANAGEMENT PARTNERS, LP

PrivateCIK: 1979969
Location

MIAMI, FL

8
Positions
$277.75M
Total AUM (reported)
4.79M
Total Shares

Allocation by class

TOTAL AUM$277.75M8 positions
COM$277.75M100.0%

Portfolio Concentration

Top 355.3%4–1044.7%TOP 10100.0%0%100%
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

SOLE
COM
Shares653.31K
TypeSH
Market value$65.37M
23.54%
Sole
653.31K
Shared
0.00
None
0.00

VALVOLINE INC

SOLE
COM
Shares1.22M
TypeSH
Market value$48.27M
17.38%
Sole
1.22M
Shared
0.00
None
0.00

INGEVITY CORP

SOLE
COM
Shares535.08K
TypeSH
Market value$39.95M
14.38%
Sole
535.08K
Shared
0.00
None
0.00

POWELL INDS INC

SOLE
COM
Shares130.05K
TypeSH
Market value$37.24M
13.41%
Sole
130.05K
Shared
0.00
None
0.00

CHEMOURS CO

SOLE
COM
Shares1.72M
TypeSH
Market value$35.30M
12.71%
Sole
1.72M
Shared
0.00
None
0.00

TENNANT CO

SOLE
COM
Shares391.59K
TypeSH
Market value$34.28M
12.34%
Sole
391.59K
Shared
0.00
None
0.00

LINDSAY CORP

SOLE
COM
Shares78.15K
TypeSH
Market value$9.67M
3.48%
Sole
78.15K
Shared
0.00
None
0.00

MCGRATH RENTCORP

SOLE
COM
Shares63.36K
TypeSH
Market value$7.67M
2.76%
Sole
63.36K
Shared
0.00
None
0.00