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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Vision One Management Partners, LP's latest available filing here is Q3 2025.
Vision One Management Partners, LP
•CIK: 1979969•Filing: Q3 2025
**Vision One Management Partners, LP** is a focused investment manager overseeing $159M across 11 distinct positions. The portfolio exhibits concentrated exposure, with top holdings including HXL at $27.6M and CC at $27.2M, representing significant allocations. Notable weightings are maintained in NGVT ($25.3M) and TN1 ($23.2M), suggesting targeted sector conviction. This structure indicates a disciplined, high-conviction approach to capital deployment.
Total AUM
$158.9M
QoQ Performance
-4.7%
Positions
11
Top 10 Concentration
98.3%
Latest Filing
Q3 2025
Top Holdings Allocation
HXL
CC
NGVT
TN1
CZR
VSTS
TGNA
HXL17.3%
CC17.1%
NGVT15.9%
TN114.6%
CZR11.3%
VSTS6.4%
TGNA5.1%
POWL4.5%
📈 Biggest Buys
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q2 2025
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TENNANT COMPANY
SOLD
$191.2K
Changes from Q2 2025
NEW4 new positions
↑3 increased
↓2 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023