13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001636587-24-000024
Total Value
$147.0M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIUMPH GROUP INC NEW | 896818101 | 2,472,843 | $38.1M | 25.92% |
| 2 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 663,358 | $26.4M | 17.93% |
| 3 | VESTIS CORPORATION COM SHS | VSTS | 2,018,644 | $24.7M | 16.79% |
| 4 | ACUITY BRANDS INC | AYI | 95,075 | $23.0M | 15.61% |
| 5 | KOHLS CORP | KSS | 905,888 | $20.8M | 14.16% |
| 6 | TEGNA INC | 87901J105 | 1,011,672 | $14.1M | 9.59% |