Vision One Management Partners, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VO Vision One Management Partners, LP | Institutional Filer | ▲ 30.21% | $232.0M | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | HXL | Hexcel Corporation | Industrials | 653K | $52.9M | 22.79% |
| 2 | CC | The Chemours Company | Basic Materials | 1.7M | $37.9M | 16.33% |
| 3 | NGVT | Ingevity Corporation | Basic Materials | 518K | $36.9M | 15.90% |
| 4 | POWL | Powell Industries, Inc. | Industrials | 65K | $35.2M | 15.15% |
| 5 | TNC | Tennant Company | Industrials | 392K | $26.0M | 11.21% |
| 6 | VVV | Valvoline Inc. | Energy | 582K | $19.6M | 8.45% |
| 7 | CZR | Caesars Entertainment, Inc. | Consumer Cyclical | 363K | $9.6M | 4.14% |
| 8 | VSTS | Vestis Corporation | Industrials | 1.0M | $7.9M | 3.40% |
| 9 | MGRC | McGrath RentCorp | Industrials | 55K | $6.1M | 2.63% |
Showing 1 to 9 of 9 holdings