Vision One Management Partners, LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001979969

Type: FundHoldings: 8Value: $172.9MLatest: 2025Q1

Vision One Management Partners, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TNC",
  "NGVT",
  "TGI",
  "FL",
  "VSTS",
  "TGNA",
  "CZR",
  "CC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 8
Total Value: 172853813
Accession Number: 0001636587-25-000019
Form Type: 13F-HR
CIK: vision-one-management-partners-lp
Manager Name: Vision-One-Management-Partners-Lp

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $172.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

TRIUMPH GROUP INC

TGI|896818101

Shares:2.5M

Value:$62.7M

% of Portfolio:36.3% ($62.7M/$172.9M)

Vestis Corp

VSTS|29430C102

Shares:3.3M

Value:$32.8M

% of Portfolio:19.0% ($32.8M/$172.9M)

Chemours Co

CC|163851108

Shares:1.6M

Value:$21.1M

% of Portfolio:12.2% ($21.1M/$172.9M)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:663.4K

Value:$16.6M

% of Portfolio:9.6% ($16.6M/$172.9M)

Ingevity Corp

NGVT|45688C107

Shares:417.2K

Value:$16.5M

% of Portfolio:9.6% ($16.5M/$172.9M)

TENNANT CO

TNC|880345103

Shares:144.8K

Value:$11.5M

% of Portfolio:6.7% ($11.5M/$172.9M)

TEGNA INC

TGNA|87901J105

Shares:599.3K

Value:$10.9M

% of Portfolio:6.3% ($10.9M/$172.9M)

FOOT LOCKER, INC.

FL|344849104

Shares:55.4K

Value:$780.9K

% of Portfolio:0.5% ($780.9K/$172.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRIUMPH GROUP INC(TGIcusip896818101)	2.5M	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$62.7M	36.3% ($62.7M/$172.9M)	QoQ +35.79% (+$16.5M) YoY +68.48% (+$25.5M)
Vestis Corp(VSTScusip29430C102)	3.3M	QoQ +57.00% (+1.2M) YoY +100.62% (+1.7M)	All Managers (Combined)	$32.8M	19.0% ($32.8M/$172.9M)	QoQ +1.99% (+$640.1K) YoY +3.07% (+$976.4K)
Chemours Co(CCcusip163851108)	1.6M	QoQ 0.00% (-0) YoY NEW(+1.6M)	All Managers (Combined)	$21.1M	12.2% ($21.1M/$172.9M)	QoQ -19.94% (-$5.3M) YoY NEW(+$21.1M)
Caesars Entertainment, Inc.(CZRcusip12769G100)	663.4K	QoQ 0.00% (-0) YoY +8.15% (-50.0K)	All Managers (Combined)	$16.6M	9.6% ($16.6M/$172.9M)	QoQ -25.19% (-$5.6M) YoY -38.18% (-$10.2M)
Ingevity Corp(NGVTcusip45688C107)	417.2K	QoQ +1.58% (-6.5K) YoY NEW(+417.2K)	All Managers (Combined)	$16.5M	9.6% ($16.5M/$172.9M)	QoQ -1.30% (-$219.1K) YoY NEW(+$16.5M)
TENNANT CO(TNCcusip880345103)	144.8K	QoQ +27.43% (+31.2K) YoY NEW(+144.8K)	All Managers (Combined)	$11.5M	6.7% ($11.5M/$172.9M)	QoQ +24.65% (+$2.3M) YoY NEW(+$11.5M)
TEGNA INC(TGNAcusip87901J105)	599.3K	QoQ -27.60% (-228.5K) YoY -21.07% (-160.0K)	All Managers (Combined)	$10.9M	6.3% ($10.9M/$172.9M)	QoQ -27.88% (-$4.2M) YoY -3.74% (-$425.0K)
FOOT LOCKER, INC.(FLcusip344849104)	55.4K	QoQ 0.00% (-0) YoY NEW(+55.4K)	All Managers (Combined)	$780.9K	0.5% ($780.9K/$172.9M)	QoQ -35.20% (-$424.2K) YoY NEW(+$780.9K)