13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001636587-24-000017
Total Value
$170.5M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIUMPH GROUP INC NEW | 896818101 | 2,472,843 | $37.2M | 21.81% |
| 2 | VESTIS CORPORATION COM SHS | VSTS | 1,649,345 | $31.8M | 18.64% |
| 3 | ACUITY BRANDS INC | AYI | 109,978 | $29.6M | 17.33% |
| 4 | KOHLS CORP | KSS | 999,642 | $29.1M | 17.09% |
| 5 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 613,358 | $26.8M | 15.73% |
| 6 | TEGNA INC | 87901J105 | 759,348 | $11.3M | 6.65% |
| 7 | PHINIA INC COMMON STOCK | PHIN | 121,414 | $4.7M | 2.74% |