13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001636587-25-000005
Total Value
$186.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIUMPH GROUP INC NEW | 896818101 | 2,472,843 | $46.1M | 24.70% |
| 2 | VESTIS CORPORATION COM SHS | VSTS | 2,107,559 | $32.1M | 17.19% |
| 3 | CHEMOURS CO | CC | 1,558,498 | $26.3M | 14.10% |
| 4 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 663,358 | $22.2M | 11.87% |
| 5 | CAPRI HOLDINGS LIMITED | CPRI | 821,759 | $17.3M | 9.26% |
| 6 | INGEVITY CORP | NGVT | 410,678 | $16.7M | 8.96% |
| 7 | TEGNA INC | 87901J105 | 827,831 | $15.1M | 8.10% |
| 8 | TENNANT COMPANY | TNC | 113,604 | $9.3M | 4.96% |
| 9 | FOOT LOCKER INC | 344849104 | 55,382 | $1.2M | 0.65% |
| 10 | ACUITY BRANDS INC | AYI | 1,353 | $395,252 | 0.21% |