Vision One Management Partners, LP
8 holdingsFiling period: 2026-06-30Current AUM: $213.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HXL | Hexcel Corp New | 653.3K | $65.4M | $52.1M | 24.44% | -- | 2026-06-30 |
| 2 | VVV | Valvoline Inc | 1.22M | $48.3M | $39.0M | 18.29% | +638.5K | 2026-06-30 |
| 3 | NGVT | Ingevity Corp | 535.1K | $40.0M | $38.0M | 17.83% | +17.0K | 2026-06-30 |
| 4 | POWL | Powell Inds Inc | 130.1K | $37.2M | $20.4M | 9.58% | +65.1K | 2026-06-30 |
| 5 | CC | Chemours Co | 1.72M | $35.3M | $22.1M | 10.39% | -- | 2026-06-30 |
| 6 | TNC | Tennant Co | 391.6K | $34.3M | $25.7M | 12.05% | -- | 2026-06-30 |
| 7 | LNN | Lindsay Corp | 78.2K | $9.7M | $8.3M | 3.88% | -- | 2026-06-30 |
| 8 | MGRC | McGrath Rentcorp | 63.4K | $7.7M | $7.5M | 3.52% | +8.0K | 2026-06-30 |
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