Vision One Management Partners, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Vision One Management Partners, LP disclosed 9 US equity positions worth $166.7m in its Q2 2025 13F filing. The largest position was TG7 at 38.2% of the reported book, followed by VSTS and CC. Against the Q1 2025 filing, it opened 2 new positions, added to 4 and reduced 0 among the top 9 holdings.
What did Vision One Management Partners, LP own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TG7 TRIUMPH GROUP INC NEW | 38.2% | $63.7m | 2,472,843 | 0% | held | |
| 2 | VSTS VESTIS CORPORATION COM SHS | Industrials | 12.3% | $20.6m | 3,590,017 | 8% | added |
| 3 | CC CHEMOURS CO | Basic Materials | 11.8% | $19.7m | 1,720,189 | 10% | added |
| 4 | NGVT INGEVITY CORP | Basic Materials | 11.7% | $19.6m | 453,910 | 9% | added |
| 5 | CZR CAESARS ENTERTAINMENT INC NEW | Consumer Cyclical | 11.3% | $18.8m | 663,358 | 0% | held |
| 6 | TNC TENNANT COMPANY | Industrials | 8.3% | $13.9m | 178,910 | 24% | added |
| 7 | TGNA TEGNA INC | 6.0% | $10.0m | 599,323 | 0% | held | |
| 8 | MGRC McGRATH RENTCORP | Industrials | 0.1% | $233.8k | 2,016 | – | new |
| 9 | TENNANT COMPANY | 0.1% | $191.2k | 81 | – | new |
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.