Long-term investor

Vision One Management Partners, LP @visiononemanagementpartn

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001979969).

Record

  • Tracked since 2025-06-30 (434 days), 32 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.5% · 6 months +13.3% · 1 year +24.7% · all +24.7%
  • Max drawdown 0.0% · Sharpe 1.73 · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • HXL · 23.5% · long · since 2025-09-30
  • VVV · 17.4% · long · since 2025-12-31
  • NGVT · 14.4% · long · since 2025-06-30
  • POWL · 13.4% · long · since 2025-09-30
  • CC · 12.7% · long · since 2025-06-30
  • TNC · 12.3% · long · since 2025-06-30
  • LNN · 3.5% · long · since 2026-06-30
  • MGRC · 2.8% · long · since 2025-06-30

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