Vision One Management Partners, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Vision One Management Partners, LP reported 10 stock positions worth $186.8 million. Its top holding was Triumph (TGI) at 24.7% of the portfolio, followed by Vestis (VSTS, 17.2%) and Chemours (CC, 14.1%). Compared with Q3 2024, it opened 3 new positions, sold out of 1, added to 3 and reduced 2. The biggest buy was a new position in Capri (CPRI) and the biggest sale Acuity (AYI, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001979969
- Portfolio Value
- $186.8M (Q4 2024)
- SEC Filing
- 0001636587-25-000005 ↗ filed Feb 14, 2025
Holdings Value
Holdings 10 stocks · $186.8M
| TGI Triumph Group Inc. | 24.70% | 2,472,843 | $46.1M | No change |
| VSTS Vestis Corp. | 17.19% | 2,107,559 | $32.1M | Add +34.3% |
| CC The Chemours Co. | 14.10% | 1,558,498 | $26.3M | Add +12.1% |
| CZR Caesars Entertainment Inc. | 11.87% | 663,358 | $22.2M | No change |
| CPRI Capri Holdings Ltd. | 9.26% | 821,759 | $17.3M | New |
| NGVT Ingevity Corp. | 8.96% | 410,678 | $16.7M | Add +265.0% |
| TGNA Tegna Inc. | 8.10% | 827,831 | $15.1M | Reduce -18.2% |
| TNC Tennant Co. | 4.96% | 113,604 | $9.3M | New |
| FL Foot Locker Inc. | 0.65% | 55,382 | $1.2M | New |
| AYI Acuity Inc. | 0.21% | 1,353 | $395K | Reduce -97.1% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |