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Vision One Management Partners, LP
WatchNo.6027 Data as of 2026Q2Latest AUM (Q2 2026)
$277.8M
QoQ Change Q1 2026
+$45.7M+19.7%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
 HEXCEL CORP NEWHXL |
| 23.54% | 22.79% | $65.4M | 653,309 | $52.9M | 653,309 | 00.00% | Unchanged |
| VVALVOLINE INC COMVVV |
| 17.38% | 8.45% | $48.3M | 1.2M | $19.6M | 582,176 | +638,512+109.68% | Add |
 INGEVITY CORPNGVT |
| 14.38% | 15.9% | $40.0M | 535,082 | $36.9M | 518,101 | +16,981+3.28% | Add |
| PPOWELL INDS INCPOWL |
| 13.41% | 15.15% | $37.2M | 130,054 | $35.2M | 64,983 | +65,071+100.14% | Add |
| CCHEMOURS COCC |
| 12.71% | 16.33% | $35.3M | 1.7M | $37.9M | 1.7M | 00.00% | Unchanged |
| TTENNANT COTNC |
| 12.34% | 11.21% | $34.3M | 391,593 | $26.0M | 391,593 | 00.00% | Unchanged |
 LINDSAY CORPLNN |
| 3.48% | — | $9.7M | 78,150 | $0 | 0 | +78,150 | New Buy |
 MCGRATH RENTCORPMGRC |
| 2.76% | 2.63% | $7.7M | 63,359 | $6.1M | 55,359 | +8,000+14.45% | Add |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
