Vision One Management Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHEMOURS CO(CC) | 1,720,189 | 1,720,189 | 0 | 20,281,029 | 37,895,764 | 16.33% | +17,614,735 |
| POWELL INDS INC(POWL) | 61,448 | 64,983 | +3,535 | 19,588,394 | 35,161,002 | 15.15% | +15,572,608 |
| HEXCEL CORP NEW(HXL) | 546,129 | 653,309 | +107,180 | 40,358,933 | 52,872,297 | 22.79% | +12,513,364 |
| INGEVITY CORP(NGVT) | 457,817 | 518,101 | +60,284 | 27,093,610 | 36,904,334 | 15.90% | +9,810,724 |
| VALVOLINE INC(VVV) | 393,303 | 582,176 | +188,873 | 11,429,385 | 19,607,688 | 8.45% | +8,178,303 |
| CAESARS ENTERTAINMENT INC NEW(CZR) | 363,358 | 363,358 | 0 | 8,498,944 | 9,603,552 | 4.14% | +1,104,608 |
| TENNANT COMPANY(TNC) | 344,585 | 391,593 | +47,008 | 25,395,915 | 26,001,775 | 11.21% | +605,860 |
| McGRATH RENTCORP(MGRC) | 54,746 | 55,359 | +613 | 5,744,498 | 6,104,991 | 2.63% | +360,493 |
| VESTIS CORPORATION COM SHS(VSTS) | 1,842,319 | 1,004,018 | -838,301 | 12,288,268 | 7,891,581 | 3.40% | -4,396,687 |
| TEGNA INC | 388,008 | 0 | -388,008 | 7,531,236 | 0 | — | -7,531,236 |