Vision One Management Partners, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Vision One Management Partners, LP reported 9 stock positions worth $166.7 million. Its top holding was Triumph (TGI) at 38.2% of the portfolio, followed by Vestis (VSTS, 12.3%) and Chemours (CC, 11.8%). Compared with Q1 2025, it opened 2 new positions, sold out of 1 and added to 4. The biggest buy was Ingevity (NGVT, shares +9%) and the biggest sale an exit from Foot Locker (FL).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001979969
- Portfolio Value
- $166.7M (Q2 2025)
- SEC Filing
- 0001636587-25-000044 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $166.7M
| TGI Triumph Group Inc. | 38.21% | 2,472,843 | $63.7M | No change |
| VSTS Vestis Corp. | 12.34% | 3,590,017 | $20.6M | Add +8.5% |
| CC The Chemours Co. | 11.82% | 1,720,189 | $19.7M | Add +10.4% |
| NGVT Ingevity Corp. | 11.74% | 453,910 | $19.6M | Add +8.8% |
| CZR Caesars Entertainment Inc. | 11.30% | 663,358 | $18.8M | No change |
| TNC Tennant Co. | 8.32% | 178,910 | $13.9M | Add +23.6% |
| TGNA Tegna Inc. | 6.03% | 599,323 | $10.0M | No change |
| MGRC McGrath Rentcorp | 0.14% | 2,016 | $234K | New |
| TENNANT CO | 0.11% | 81 | $191K | New |
Portfolio Sells Q1 2025 → Q2 2025
| FL Foot Locker Inc. | Sold out | 0.00% | −0.45 |
Portfolio Buys Q1 2025 → Q2 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 |