Grufity logo
Grufity logo

Latest Vision One Management Partners, LP Stock Portfolio

$232Million | No. of Holdings #9

Vision One Management Partners, LP Performance

2026 Q1+22.93%
YTD+22.93%
2025-6.38%

About Vision One Management Partners, LP and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Vision One Management Partners, LP reported an equity portfolio of $232 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Vision One Management Partners, LP are HXL, CC, NGVT. The fund has invested 22.8% of it's portfolio in HEXCEL CORP NEW and 16.3% of portfolio in CHEMOURS CO. <br><br> The fund managers got completely rid off TEGNA INC (TGNA) stocks. They significantly reduced their stock positions in VESTIS CORPORATION COM SHS. The fund showed a lot of confidence in some stocks as they added substantially to VALVOLINE INC (VVV), HEXCEL CORP NEW (HXL) and TENNANT COMPANY (TNC).
Vision One Management Partners, LP Equity Portfolio Value
Last Reported on: 15 May, 2026
$232Million
  as of May 15, 2026

Vision One Management Partners, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Vision One Management Partners, LP made a return of 22.93% in the last quarter. In trailing 12 months, it's portfolio return was 21.57%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Vision One Management Partners, LP

Additions

Ticker% Inc.
valvoline inc48.02
hexcel corp new19.63
tennant company13.64
ingevity corp13.17
powell inds inc5.75
mcgrath rentcorp1.12
Additions to existing portfolio by Vision One Management Partners, LP

Reductions

Ticker% Reduced
vestis corporation com shs-45.5
Vision One Management Partners, LP reduced stake in above stock

Sold off

Ticker$ Sold
tegna inc-7,531,240
Vision One Management Partners, LP got rid off the above stocks

Sector Distribution

Vision One Management Partners, LP has about 51.8% of it's holdings in Industrials sector.

  • Industrials
  • Basic Materials
  • Energy
  • Consumer Cyclical
  • Others
Sector%
Industrials51.8
Basic Materials32.2
Energy8.5
Consumer Cyclical4.1
Others3.4

Market Cap. Distribution

Vision One Management Partners, LP has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • SMALL-CAP
  • UNALLOCATED
Category%
MID-CAP85.4
SMALL-CAP11.2
UNALLOCATED3.4

Stocks belong to which Index?

About 49% of the stocks held by Vision One Management Partners, LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others51
RUSSELL 200044.9
S&P 5004.1
Top 5 Winners (%)%
CC
chemours co
86.8 %
POWL
powell inds inc
66.6 %
NGVT
ingevity corp
18.9 %
vestis corporation com shs
13.8 %
CZR
caesars entertainment inc new
13.0 %
Top 5 Winners ($)$
CC
chemours co
17.6 M
POWL
powell inds inc
14.1 M
NGVT
ingevity corp
5.9 M
HXL
hexcel corp new
4.2 M
VVV
valvoline inc
2.3 M
Top 5 Losers (%)%
TNC
tennant company
-9.4 %
Top 5 Losers ($)$
TNC
tennant company
-2.7 M

Vision One Management Partners, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Vision One Management Partners, LP

Vision One Management Partners, LP has 9 stocks in it's portfolio. TNC proved to be the most loss making stock for the portfolio. CC was the most profitable stock for Vision One Management Partners, LP last quarter.

$232.04MTotal Value
10.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Vision One Management Partners, LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
Com
Vestis Corporation Com Shs

Vestis Corporation Com Shs

Vision One Management Partners, LP's holding in Vestis Corporation Com Shs over time
3.4%1,004,020
$7.89M
3.4%
decreased 45.5 percentreduced