Vision One Management Partners, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Vision One Management Partners, LP disclosed 8 US equity positions worth $172.9m in its Q1 2025 13F filing. The largest position was TG7 at 36.3% of the reported book, followed by VSTS and CC. Against the Q4 2024 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 8 holdings.
What did Vision One Management Partners, LP own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TG7 TRIUMPH GROUP INC NEW | 36.3% | $62.7m | 2,472,843 | 0% | held | |
| 2 | VSTS VESTIS CORPORATION COM SHS | Industrials | 19.0% | $32.8m | 3,309,017 | 57% | added |
| 3 | CC CHEMOURS CO | Basic Materials | 12.2% | $21.1m | 1,558,498 | 0% | held |
| 4 | CZR CAESARS ENTERTAINMENT INC NEW | Consumer Cyclical | 9.6% | $16.6m | 663,358 | 0% | held |
| 5 | NGVT INGEVITY CORP | Basic Materials | 9.6% | $16.5m | 417,178 | 2% | added |
| 6 | TNC TENNANT COMPANY | Industrials | 6.7% | $11.5m | 144,773 | 27% | added |
| 7 | TGNA TEGNA INC | 6.3% | $10.9m | 599,323 | -28% | reduced | |
| 8 | WOO FOOT LOCKER INC | 0.5% | $780.9k | 55,382 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.