Vision One Management Partners
Vision One Management Partners
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
9
Market Value
$232.0M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| HXL | 22.8% | 22.6% | 17.3% | - |
| CC | 16.3% | 11.4% | 17.1% | 11.8% |
| NGVT | 15.9% | 15.2% | 15.9% | 11.7% |
| POWL | 15.2% | 11.0% | 4.5% | - |
| TNC | 11.2% | 14.3% | 14.6% | 8.3% |
| VVV | 8.4% | 6.4% | - | - |
| CZR | 4.1% | 4.8% | 11.3% | 11.3% |
| VSTS | 3.4% | 6.9% | 6.4% | 12.3% |
| MGRC | 2.6% | 3.2% | - | 0.1% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
POWL+63.02%
HXL+23.62%
TNC+29.32%
VVV+11.16%
CC-0.05%
Sector Analysis
Materials32.2%
Industrials55.2%
Communication Services0.0%
Consumer Discretionary12.6%
Trading Summary
No stocks in this category