13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001636587-25-000019
Total Value
$172.9M
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 | $62.7M | 36.25% |
| 2 | VESTIS CORPORATION COM SHS | VSTS | 3,309,017 | $32.8M | 18.95% |
| 3 | CHEMOURS CO | CC | 1,558,498 | $21.1M | 12.20% |
| 4 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 663,358 | $16.6M | 9.59% |
| 5 | INGEVITY CORP | NGVT | 417,178 | $16.5M | 9.55% |
| 6 | TENNANT COMPANY | TNC | 144,773 | $11.5M | 6.68% |
| 7 | TEGNA INC | 87901J105 | 599,323 | $10.9M | 6.32% |
| 8 | FOOT LOCKER INC | 344849104 | 55,382 | $780,886 | 0.45% |