2026 Q1 Portfolio Activity
In 2026 Q1, Vision One Management Partners, LP maintained a portfolio of 10 distinct positions. They heavily accumulated shares in POWELL INDS INC, increasing the position by 5.8%. Conversely, Vision One Management Partners, LP completely exited their position in TEGNA INC.
Position History
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Total Positions
10
Quarter
2026 Q1
Top Holding
HXL (22.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Vision One Management Partners, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HXL
HEXCEL CORP NEW
|
Industrials | 22.79% | 22.65% |
#1
Prev: #1
|
8.0 |
—
|
107,180 | 19.6% |
P
S
|
653,309 | $52,872,297 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CC
CHEMOURS CO
|
Basic Materials | 16.33% | 11.38% |
#2
2
Prev: #4
|
6.5 |
—
|
no change | no change |
P
S
|
1,720,189 | $37,895,764 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NGVT
INGEVITY CORP
|
Basic Materials | 15.90% | 15.20% |
#3
1
Prev: #2
|
7.0 |
—
|
60,284 | 13.2% |
P
S
|
518,101 | $36,904,334 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
POWL
POWELL INDS INC
|
Industrials | 15.15% | 10.99% |
#4
1
Prev: #5
|
6.5 |
—
|
3,535 | 5.8% |
P
S
|
64,983 | $35,161,002 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TNC
TENNANT COMPANY
|
Industrials | 11.21% | 14.25% |
#5
2
Prev: #3
|
6.5 |
—
|
47,008 | 13.6% |
P
S
|
391,593 | $26,001,775 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VVV
VALVOLINE INC
|
Consumer Cyclical | 8.45% | 6.41% |
#6
1
Prev: #7
|
5.9 |
—
|
188,873 | 48.0% |
P
S
|
582,176 | $19,607,688 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CZR
CAESARS ENTERTA...
|
Consumer Cyclical | 4.14% | 4.77% |
#7
1
Prev: #8
|
2.7 |
—
|
no change | no change |
P
S
|
363,358 | $9,603,552 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VSTS
VESTIS CORPORAT...
|
Industrials | 3.40% | 6.90% |
#8
2
Prev: #6
|
1.4 |
—
|
-838,301 | -45.5% |
P
S
|
1,004,018 | $7,891,581 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MGRC
McGRATH RENTCOR...
|
Industrials | 2.63% | 3.22% |
#9
1
Prev: #10
|
1.6 |
—
|
613 | 1.1% |
P
S
|
55,359 | $6,104,991 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TGNA
TEGNA INC
|
Communication Services | 0.00% | 4.23% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-388,008 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-10 of 10 holdings