13F HOLDINGS REPORT
Vision One Management Partners, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001636587-25-000044
Total Value
$166.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIUMPH GROUP INC NEW | 896818101 | 2,472,843 | $63.7M | 38.21% |
| 2 | VESTIS CORPORATION COM SHS | VSTS | 3,590,017 | $20.6M | 12.34% |
| 3 | CHEMOURS CO | CC | 1,720,189 | $19.7M | 11.82% |
| 4 | INGEVITY CORP | NGVT | 453,910 | $19.6M | 11.74% |
| 5 | CAESARS ENTERTAINMENT INC NEW | 12769G100 | 663,358 | $18.8M | 11.30% |
| 6 | TENNANT COMPANY | TNC | 178,910 | $13.9M | 8.32% |
| 7 | TEGNA INC | 87901J105 | 599,323 | $10.0M | 6.03% |
| 8 | McGRATH RENTCORP | MGRC | 2,016 | $233,775 | 0.14% |
| 9 | TENNANT COMPANY | TNC | 81 | $191,160 | 0.11% |