Vision One Management Partners, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Vision One Management Partners, LP reported 8 stock positions worth $172.9 million. Its top holding was Triumph (TGI) at 36.3% of the portfolio, followed by Vestis (VSTS, 19.0%) and Chemours (CC, 12.2%). Compared with Q4 2024, it sold out of 2, added to 3 and reduced 1. The biggest buy was Vestis (VSTS, shares +57%) and the biggest sale an exit from Capri (CPRI).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001979969
- Portfolio Value
- $172.9M (Q1 2025)
- SEC Filing
- 0001636587-25-000019 ↗ filed May 15, 2025
Holdings Value
Holdings 8 stocks · $172.9M
| TGI Triumph Group Inc. | 36.25% | 2,472,843 | $62.7M | No change |
| VSTS Vestis Corp. | 18.95% | 3,309,017 | $32.8M | Add +57.0% |
| CC The Chemours Co. | 12.20% | 1,558,498 | $21.1M | No change |
| CZR Caesars Entertainment Inc. | 9.59% | 663,358 | $16.6M | No change |
| NGVT Ingevity Corp. | 9.55% | 417,178 | $16.5M | Add +1.6% |
| TNC Tennant Co. | 6.68% | 144,773 | $11.5M | Add +27.4% |
| TGNA Tegna Inc. | 6.32% | 599,323 | $10.9M | Reduce -27.6% |
| FL Foot Locker Inc. | 0.45% | 55,382 | $781K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |