2026 Q2 Portfolio Activity
In 2026 Q2, Vision One Management Partners, LP maintained a portfolio of 10 distinct positions. The most significant new addition was LINDSAY CORP, now representing 3.48% of the total fund value. They heavily accumulated shares in VALVOLINE INC, increasing the position by 109.7%. Conversely, Vision One Management Partners, LP completely exited their position in CAESARS ENTERTAINMENT INC NEW.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
HXL (23.5%)
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 Q2
| 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 | 23.54% | 22.79% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
653,309 | $65,370,099 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VVV
VALVOLINE INC
|
Consumer Cyclical | 17.38% | 8.45% |
#2
4
Prev: #6
|
8.5 |
—
|
638,512 | 109.7% |
P
S
|
1,220,688 | $48,266,004 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NGVT
INGEVITY CORP
|
Basic Materials | 14.38% | 15.90% |
#3
Prev: #3
|
5.5 |
—
|
16,981 | 3.3% |
P
S
|
535,082 | $39,954,573 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
POWL
POWELL INDS INC
|
Industrials | 13.41% | 15.15% |
#4
Prev: #4
|
7.5 |
—
|
65,071 | 100.1% |
P
S
|
130,054 | $37,242,263 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CC
CHEMOURS CO
|
Basic Materials | 12.71% | 16.33% |
#5
3
Prev: #2
|
5.5 |
—
|
no change | no change |
P
S
|
1,720,189 | $35,298,278 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNC
TENNANT CO
|
Industrials | 12.34% | 11.21% |
#6
1
Prev: #5
|
5.0 |
—
|
no change | no change |
P
S
|
391,593 | $34,280,051 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LNN
LINDSAY CORP
|
Industrials | 3.48% | — |
#7
Prev: #—
|
4.9 |
—
|
78,150 | — |
NEW
|
78,150 | $9,674,970 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MGRC
MCGRATH RENTCOR...
|
Industrials | 2.76% | 2.63% |
#8
1
Prev: #9
|
3.1 |
—
|
8,000 | 14.5% |
P
S
|
63,359 | $7,668,340 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VSTS
VESTIS CORPORAT...
|
Industrials | 0.00% | 3.40% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,004,018 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CZR
CAESARS ENTERTA...
|
Consumer Cyclical | 0.00% | 4.14% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-363,358 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings