DOSSIER · 13F-HR · Q1 2026

Vision One Management Partners, LP

Vision One's asset manager based in Greenwich, CT — $232M in tracked AUM across 9 positions as of Q1 2026.

VO

Vision One·Greenwich, CT·Asset Manager

CIK 0001979969 · last filed Mar 31, 2026

Total AUM

$232M

▼ 14.3%

vs prior

Holdings

9

—

positions

Whale Score

71

71

strong

Activity

—

no data

changes this Q

Top sector

Financials

29% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Vision One Management Partners, LP as of September 30, 2025, the following is a comprehensive analysis of the portfolio’s structure, activity, and strategic orientation.

1. Portfolio Overview

Vision One Management Partners has undergone a significant transformation in the quarter ending September 30, 2025, characterized by aggressive deleveraging and a pivot toward a highly concentrated strategy. The total portfolio value plummeted by 63.1%, dec...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

HEXCEL CORP NEW

$53M653K22.8%

02

CHEMOURS CO

$38M1.7M16.3%

03

INGEVITY CORP

$37M518K15.9%

04

POWELL INDS INC

$35M65K15.2%

05

TENNANT COMPANY

$26M392K11.2%

06

VALVOLINE INC

$20M582K8.4%

07

CAESARS ENTERTAINMENT INC NEW

$10M363K4.1%

08

VESTIS CORPORATION COM SHS

$8M1.0M3.4%

09

McGRATH RENTCORP

$6M55K2.6%

Filing history

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