Vision One Management Partners, LP Portfolio Holdings

Vision One Management Partners, LP

  • $159 Billion
  • Q3 2025

Vision One Management Partners, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hexcel Corp with a value of $27.6B, Chemours CO with a value of $27.2B, Ingevity Corp with a value of $25.3B, Tennant CO with a value of $23.2B, and Caesars Entertainment, Inc. with a value of $17.9B.

Examining the 13F form we can see an decrease of $7.75B in the current position value, from $167B to 159B.

Vision One Management Partners, LP is based out at Miami, FL

Below you can find more details about Vision One Management Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
Industrials: $66.2 Billion
Basic Materials: $52.5 Billion
Consumer Cyclical: $21.8 Billion
Communication Services: $8.14 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.82B
$27.6 Billion 17.34% of portfolio
439,413
Q3 2025 New
$4.24B
$17.9 Billion 11.28% of portfolio
663,358
Q2 2024 Added 8.15%
$4.44B
$8.14 Billion 5.12% of portfolio
400,508
Q3 2025 Reduced 33.17%
$3.84B
$7.19 Billion 4.52% of portfolio
23,591
Q3 2025 New
$8.25B
$3.85 Billion 2.42% of portfolio
126,156
Q3 2025 New
$2.47B
$2.75 Billion 1.73% of portfolio
23,412
Q3 2025 Added 1,061.31%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $159 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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