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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 $232,042,984 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001636587-26-000033

Period
2026-03-31
Reported value
$232M
Holdings
9
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HXLadded+107,180$8.67M
VVVadded+188,873$6.36M
NGVTadded+60,284$4.29M
TNCadded+47,008$3.12M
POWLadded+3,535$1.91M

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
TGNAexited-388,008-$7.53M
VSTSreduced-838,301-$6.59M

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, Q1 2026

Share positions as resolved from 13F-HR 0001636587-26-000033, largest first. % of portfolio is the value over $232,042,984, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439,413 shares; 2025Q4: 546,129 shares; 2026Q1: 653,309 shares 653,309$52.9M22.79%+107,180Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,720,189 shares 1,720,189$37.9M16.33%0Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 518,101 shares 518,101$36.9M15.9%+60,284Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,591 shares; 2025Q4: 61,448 shares; 2026Q1: 64,983 shares 64,983$35.2M15.15%+3,535Timeline
TNCTENNANT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 391,593 shares 391,593$26M11.21%+47,008Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393,303 shares; 2026Q1: 582,176 shares 582,176$19.6M8.45%+188,873Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 363,358 shares 363,358$9.6M4.14%0Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,004,018 shares 1,004,018$7.89M3.4%-838,301Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 23,412 shares; 2025Q4: 54,746 shares; 2026Q1: 55,359 shares 55,359$6.1M2.63%+613Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TGNATEGNA INC388,008$7.53Mshares

How Q1 2026 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 0001636587-26-000033 base2026-05-15acceptance time not in the bulk data set