Vision One Management Partners, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Vision One Management Partners, LP reported 7 stock positions worth $170.5 million. Its top holding was Triumph (TGI) at 21.8% of the portfolio, followed by Vestis (VSTS, 18.6%) and Acuity (AYI, 17.3%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 4 and reduced 1. The biggest buy was a new position in Tegna (TGNA) and the biggest sale an exit from Allison Transmission (ALSN).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001979969
- Portfolio Value
- $170.5M (Q1 2024)
- SEC Filing
- 0001636587-24-000017 ↗ filed May 15, 2024
Holdings Value
Holdings 7 stocks · $170.5M
| TGI Triumph Group Inc. | 21.81% | 2,472,843 | $37.2M | Add +18.5% |
| VSTS Vestis Corp. | 18.64% | 1,649,345 | $31.8M | Add +31.0% |
| AYI Acuity Inc. | 17.33% | 109,978 | $29.6M | Add +2.9% |
| KSS Kohls Corp. | 17.09% | 999,642 | $29.1M | Add +0.9% |
| CZR Caesars Entertainment Inc. | 15.73% | 613,358 | $26.8M | No change |
| TGNA Tegna Inc. | 6.65% | 759,348 | $11.3M | New |
| PHIN Phinia Inc. | 2.74% | 121,414 | $4.7M | Reduce -56.1% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $277.8M | HXL, VVV, NGVT, POWL, CC |
| Q1 2026 | 9 | $232.0M | HXL, CC, NGVT, POWL, TNC |
| Q4 2025 | 10 | $178.2M | HXL, NGVT, TNC, CC, POWL |
| Q3 2025 | 11 | $158.9M | HXL, CC, NGVT, TNC, CZR |
| Q2 2025 | 9 | $166.7M | TGI, VSTS, CC, NGVT, CZR |
| Q1 2025 | 8 | $172.9M | TGI, VSTS, CC, CZR, NGVT |
| Q4 2024 | 10 | $186.8M | TGI, VSTS, CC, CZR, CPRI |
| Q3 2024 | 8 | $147.0M | TGI, CC, CZR, VSTS, TGNA |
| Q2 2024 | 6 | $147.0M | TGI, CZR, VSTS, AYI, KSS |
| Q1 2024 | 7 | $170.5M | TGI, VSTS, AYI, KSS, CZR |