Vision One Management Partners, LP — 13F holdings

Vision One Management Partners, LP reported 8 holdings worth $278M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HXL HEXCEL CORP NEW — $65.4M (23.5%)
2. VVV VALVOLINE INC — $48.3M (17.4%)
3. NGVT Ingevity Corp — $40.0M (14.4%)
4. POWL POWELL INDS INC — $37.2M (13.4%)
5. CC CHEMOURS CO — $35.3M (12.7%)
6. TNC TENNANT CO — $34.3M (12.3%)
7. LNN LINDSAY CORP — $9.67M (3.5%)
8. MGRC MCGRATH RENTCORP — $7.67M (2.8%)