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Vision One Management Partners, LP

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13F filer, CIK 1979969, MIAMI, FL

Vision One Management Partners, LP reported $178,210,212 across 10 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-18.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001636587-26-000008

Period
2025-12-31
Reported value
$178M
Holdings
10
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
POWLadded+37,857$12.1M
VVVnew+393,303$11.4M
HXLadded+106,716$7.89M
TNCadded+52,721$3.89M
MGRCadded+31,334$3.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CZRreduced-300,000-$7.02M
NVRIexited-436,911-$5.54M
LKQexited-126,156-$3.85M
VSTSreduced-417,412-$2.78M
TGNAreduced-12,500-$243K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001636587-26-000008, largest first. % of portfolio is the value over $178,210,212, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439,413 shares; 2025Q4: 546,129 shares 546,129$40.4M22.65%+106,716Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,521 shares; 2024Q4: 410,678 shares; 2025Q1: 417,178 shares; 2025Q2: 453,910 shares; 2025Q3: 457,817 shares; 2025Q4: 457,817 shares 457,817$27.1M15.2%0Timeline
TNCTENNANT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,604 shares; 2025Q1: 144,773 shares; 2025Q2: 178,910 shares; 2025Q3: 291,864 shares; 2025Q4: 344,585 shares 344,585$25.4M14.25%+52,721Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390,350 shares; 2024Q4: 1,558,498 shares; 2025Q1: 1,558,498 shares; 2025Q2: 1,720,189 shares; 2025Q3: 1,720,189 shares; 2025Q4: 1,720,189 shares 1,720,189$20.3M11.38%0Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,591 shares; 2025Q4: 61,448 shares 61,448$19.6M10.99%+37,857Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568,820 shares; 2024Q4: 2,107,559 shares; 2025Q1: 3,309,017 shares; 2025Q2: 3,590,017 shares; 2025Q3: 2,259,731 shares; 2025Q4: 1,842,319 shares 1,842,319$12.3M6.9%-417,412Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393,303 shares 393,303$11.4M6.41%newTimeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,358 shares; 2024Q4: 663,358 shares; 2025Q1: 663,358 shares; 2025Q2: 663,358 shares; 2025Q3: 663,358 shares; 2025Q4: 363,358 shares 363,358$8.5M4.77%-300,000Timeline
TGNATEGNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011,672 shares; 2024Q4: 827,831 shares; 2025Q1: 599,323 shares; 2025Q2: 599,323 shares; 2025Q3: 400,508 shares; 2025Q4: 388,008 shares 388,008$7.53M4.23%-12,500Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 23,412 shares; 2025Q4: 54,746 shares 54,746$5.74M3.22%+31,334Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVRIENVIRI CORP436,911$5.54Mshares
LKQLKQ CORP126,156$3.85Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001636587-26-000008 base2026-02-18acceptance time not in the bulk data set