Vision One Management Partners, LP
Net seller this quarter
$278M
8
-$6.97M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HXL | $65.4M | 23.54% | 0.87% | Not reported | Q3 2025 |
 VVV | $48.3M | 17.38% | 0.96% | +109.7% | Q4 2025 |
| NGVT | $40M | 14.38% | 1.55% | +3.3% | Q3 2024 |
 POWL | $37.2M | 13.41% | 0.36% | -33.3% | Q3 2025 |
 CC | $35.3M | 12.71% | 1.14% | Not reported | Q3 2024 |
 TNC | $34.3M | 12.34% | 2.30% | Not reported | Q4 2024 |
 LNN | $9.67M | 3.48% | 0.77% | New | Q2 2026 |
 MGRC | $7.67M | 2.76% | 0.26% | +14.5% | Q2 2025 |
| Q1 2026 | |||||
| HXL | $52.9M | 22.79% | 0.86% | +19.6% | Q3 2025 |
| CC | $37.9M | 16.33% | 1.14% | Not reported | Q3 2024 |
| NGVT | $36.9M | 15.90% | 1.49% | +13.2% | Q3 2024 |
| POWL | $35.2M | 15.15% | 0.18% | +5.8% | Q3 2025 |
| TNC | $26M | 11.21% | 2.30% | +13.6% | Q4 2024 |
| VVV | $19.6M | 8.45% | 0.46% | +48.0% | Q4 2025 |
 CZR | $9.6M | 4.14% | 0.18% | Not reported | Q4 2023 |
 VSTS | $7.89M | 3.40% | 0.76% | -45.5% | Q4 2023 |
| MGRC | $6.1M | 2.63% | 0.23% | +1.1% | Q2 2025 |
| Q4 2025 | |||||
| HXL | $40.4M | 22.65% | 0.72% | +24.3% | Q3 2025 |
| NGVT | $27.1M | 15.20% | 1.29% | Not reported | Q3 2024 |
| TNC | $25.4M | 14.25% | 1.93% | +18.1% | Q4 2024 |
| CC | $20.3M | 11.38% | 1.15% | Not reported | Q3 2024 |
| POWL | $19.6M | 10.99% | 0.51% | +160.5% | Q3 2025 |
| VSTS | $12.3M | 6.90% | 1.40% | -18.5% | Q4 2023 |
| VVV | $11.4M | 6.41% | 0.31% | New | Q4 2025 |
| CZR | $8.5M | 4.77% | 0.18% | -45.2% | Q4 2023 |
| TGNA | $7.53M | 4.23% | Not reported | -3.1% | Q1 2024 |
| MGRC | $5.74M | 3.22% | 0.22% | +133.8% | Q2 2025 |
| Q3 2025 | |||||
| HXL | $27.6M | 17.34% | 0.55% | New | Q3 2025 |
| CC | $27.2M | 17.15% | 1.15% | Not reported | Q3 2024 |
| NGVT | $25.3M | 15.90% | 1.27% | +0.9% | Q3 2024 |
| TNC | $23.2M | 14.61% | 1.60% | +63.1% | Q4 2024 |
| CZR | $17.9M | 11.28% | 0.32% | Not reported | Q4 2023 |
| VSTS | $10.2M | 6.44% | 1.71% | -37.1% | Q4 2023 |
| TGNA | $8.14M | 5.12% | Not reported | -33.2% | Q1 2024 |
| POWL | $7.19M | 4.52% | 0.07% | New | Q3 2025 |
 NVRI | $5.54M | 3.49% | Not reported | New | Q3 2025 |
 LKQ | $3.85M | 2.42% | 0.05% | New | Q3 2025 |
| MGRC | $2.75M | 1.73% | 0.10% | +1061.3% | Q2 2025 |