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 (478 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days -15.0% · 6 months -18.7% · 1 year -5.7% · all -5.7%
- Max drawdown n/a · 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