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Vision One Management Partners, LP
特别关注No.6027 数据截至 2026Q2环比变动 Q1 2026
+$4,571.2万+19.7%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 HEXCEL NEWHXL |
| 23.54% | 22.79% | $6,537.0万 | 65.3万股 | $5,287.2万 | 65.3万股 | 00.00% | 持仓不变 |
| VVALVOLINE COMVVV |
| 17.38% | 8.45% | $4,826.6万 | 122.1万股 | $1,960.8万 | 58.2万股 | +63.9万股+109.68% | 加仓 |
 INGEVITYNGVT |
| 14.38% | 15.9% | $3,995.5万 | 53.5万股 | $3,690.4万 | 51.8万股 | +1.7万股+3.28% | 加仓 |
| PPOWELL INDSPOWL |
| 13.41% | 15.15% | $3,724.2万 | 13.0万股 | $3,516.1万 | 6.5万股 | +6.5万股+100.14% | 加仓 |
| CCHEMOURSCC |
| 12.71% | 16.33% | $3,529.8万 | 172.0万股 | $3,789.6万 | 172.0万股 | 00.00% | 持仓不变 |
| TTENNANTTNC |
| 12.34% | 11.21% | $3,428.0万 | 39.2万股 | $2,600.2万 | 39.2万股 | 00.00% | 持仓不变 |
 LINDSAYLNN |
| 3.48% | — | $967.5万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 MCGRATH RENTCORPMGRC |
| 2.76% | 2.63% | $766.8万 | 6.3万股 | $610.5万 | 5.5万股 | +8,000股+14.45% | 加仓 |
