1y return+65.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $144 against $157 in the S&P 500.2
Vision One Management Partners, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| HXLHexcel Corp New | $65.4M | 23.5% | |
| VVVValvoline Inc | $48.3M | 17.4% | +109.7% |
| NGVTIngevity Corp | $40.0M | 14.4% | +3.3% |
| POWLPowell Inds Inc | $37.2M | 13.4% | −33.3% |
| CCChemours Co | $35.3M | 12.7% | |
| TNCTennant Co | $34.3M | 12.3% | |
| LNNLindsay Corp | $9.7M | 3.5% | New |
| MGRCMcgrath Rentcorp | $7.7M | 2.8% | +14.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| POWLPowell Inds Inc | September 30, 2025 | +181.8% | $37.2M |
| NGVTIngevity Corp | September 30, 2024 | +91.5% | $40.0M |
| HXLHexcel Corp New | September 30, 2025 | +59.6% | $65.4M |
| VVVValvoline Inc | December 31, 2025 | +36.1% | $48.3M |
| TNCTennant Co | December 31, 2024 | +7.4% | $34.3M |
| MGRCMcgrath Rentcorp | June 30, 2025 | +4.4% | $7.7M |
| CCChemours Co | September 30, 2024 | +1.0% | $35.3M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +22.7% | +14.8% |
| March 31, 2026 | +25.5% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | −7.5% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +4.9% | +2.1% |
| September 30, 2024 | +2.6% | +5.4% |
| June 30, 2024 | −13.5% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vision One Management Partners, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1979969&type=13F-HR&dateb=&owner=include&count=40CIK 1979969
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1979969/000163658726000068/Filed August 14, 2026 · accession 0001636587-26-000068