13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001636587-24-000037
Total Value
$147.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIUMPH GROUP INC NEW | 896818101 | 2,472,843 | $31.9M | 21.69% |
| 2 | CHEMOURS CO | CC | 1,390,350 | $28.3M | 19.22% |
| 3 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 663,358 | $27.7M | 18.84% |
| 4 | VESTIS CORPORATION | VSTS | 1,568,820 | $23.4M | 15.90% |
| 5 | TEGNA INC | 87901J105 | 1,011,672 | $16.0M | 10.86% |
| 6 | ACUITY BRANDS INC | AYI | 46,476 | $12.8M | 8.71% |
| 7 | INGEVITY CORP | NGVT | 112,521 | $4.4M | 2.99% |
| 8 | KOHLS CORP | KSS | 124,839 | $2.6M | 1.79% |