Vision One Management Partners, LP - Q42025 Holdings

Vision One Management Partners, LP holds 10 stocks with a total portfolio value of $ 178.21M as of Q42025. In Q42025, Vision One Management Partners, LP added 1 new position, increased stakes in 4 stocks, reduced 3 holdings, and fully exited 2 positions. The largest holding is Hexcel Corp New (HXL), representing 22.65% of the total portfolio.