Vision One Management Partners, LP

data from 30/09/2025

Capitalization

$ 158.918 M -4.65 %

Average holding period

4 ans

Performance

$ -17.793 M -8.42 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Vision One Management Partners, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 HXL HEXCEL CORP NEW 17.34% 27.551 M $ 439413 2025/09/30 0.000 $ 0.00 %
2025/09/30 CC CHEMOURS CO 17.15% 27.248 M $ 1720189 2024/09/30 7.552 M $ 38.34 %
2025/09/30 NGVT INGEVITY CORP 15.90% 25.267 M $ 457817 2024/09/30 5.492 M $ 28.08 %
2025/09/30 TNC TENNANT COMPANY 14.61% 23.212 M $ 291864 2024/12/31 640.497 K $ 4.62 %
2025/09/30 CZR CAESARS ENTERTAINMENT INC NEW 11.28% 17.927 M $ 663358 2023/12/31 -902.166 K $ -4.79 %
2025/09/30 VSTS VESTIS CORPORATION 6.44% 10.237 M $ 2259731 2023/12/31 -4.308 M $ -20.94 %
2025/09/30 TGNA TEGNA INC 5.12% 8.142 M $ 400508 2024/03/31 2.140 M $ 21.30 %
2025/09/30 POWL POWELL INDS INC 4.52% 7.191 M $ 23591 2025/09/30 0.000 $ 0.00 %
2025/09/30 ENVIRI CORP 3.49% 5.544 M $ 436911 2025/09/30 0.000 $ 0.00 %
2025/09/30 LKQ LKQ CORP 2.42% 3.853 M $ 126156 2025/09/30 0.000 $ 0.00 %
2025/09/30 MGRC McGRATH RENTCORP 1.73% 2.746 M $ 23412 2025/06/30 2.701 K $ 1.16 %
2025/09/30 TENNANT COMPANY 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TGI TRIUMPH GROUP INC NEW 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %