Vision One Management Partners, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Vision One Management Partners, LP reported 6 stock positions worth $147.0 million. Its top holding was Triumph (TGI) at 25.9% of the portfolio, followed by Caesars Entertainment (CZR, 17.9%) and Vestis (VSTS, 16.8%). Compared with Q1 2024, it sold out of 1, added to 3 and reduced 2. The biggest buy was Tegna (TGNA, shares +33%) and the biggest sale Kohls (KSS, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001979969
- Portfolio Value
- $147.0M (Q2 2024)
- SEC Filing
- 0001636587-24-000024 ↗ filed Aug 13, 2024
Holdings Value
Holdings 6 stocks · $147.0M
| TGI Triumph Group Inc. | 25.92% | 2,472,843 | $38.1M | No change |
| CZR Caesars Entertainment Inc. | 17.93% | 663,358 | $26.4M | Add +8.2% |
| VSTS Vestis Corp. | 16.79% | 2,018,644 | $24.7M | Add +22.4% |
| AYI Acuity Inc. | 15.61% | 95,075 | $23.0M | Reduce -13.6% |
| KSS Kohls Corp. | 14.16% | 905,888 | $20.8M | Reduce -9.4% |
| TGNA Tegna Inc. | 9.59% | 1,011,672 | $14.1M | Add +33.2% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |