Filed: 2/14/2025ACC: 0001636587-25-000005
📋 What this filing means
VISION ONE MANAGEMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $186.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$186.82M
Total AUM (reported)
9.03M
Total Shares
Allocation by class
COM$186.82M100.0%
Portfolio Concentration
Top 3$104.60M56.0%
4–10$82.21M44.0%
Top 3 weight
56.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.03M
Sole
Full voting authority
9.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
TRIUMPH GROUP INC NEW
SOLEShares2.47M
TypeSH
Market value$46.14M
24.70%
Sole
2.47M
Shared
0.00
None
0.00
VESTIS CORPORATION COM SHS
SOLEShares2.11M
TypeSH
Market value$32.12M
17.19%
Sole
2.11M
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares1.56M
TypeSH
Market value$26.34M
14.10%
Sole
1.56M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NEW
SOLEShares663.36K
TypeSH
Market value$22.17M
11.87%
Sole
663.36K
Shared
0.00
None
0.00
CAPRI HOLDINGS LIMITED
SOLEShares821.76K
TypeSH
Market value$17.31M
9.26%
Sole
821.76K
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares410.68K
TypeSH
Market value$16.74M
8.96%
Sole
410.68K
Shared
0.00
None
0.00
TEGNA INC
SOLEShares827.83K
TypeSH
Market value$15.14M
8.10%
Sole
827.83K
Shared
0.00
None
0.00
TENNANT COMPANY
SOLEShares113.60K
TypeSH
Market value$9.26M
4.96%
Sole
113.60K
Shared
0.00
None
0.00
FOOT LOCKER INC
SOLEShares55.38K
TypeSH
Market value$1.21M
0.65%
Sole
55.38K
Shared
0.00
None
0.00
ACUITY BRANDS INC
SOLEShares1.35K
TypeSH
Market value$395.3K
0.21%
Sole
1.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRIUMPH GROUP INC NEWSOLE | COM | 2.47M | SH | $46.14M 24.70% | 2.47M | 0.00 | 0.00 |
VESTIS CORPORATION COM SHSSOLE | COM | 2.11M | SH | $32.12M 17.19% | 2.11M | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 1.56M | SH | $26.34M 14.10% | 1.56M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEWSOLE | COM | 663.36K | SH | $22.17M 11.87% | 663.36K | 0.00 | 0.00 |
CAPRI HOLDINGS LIMITEDSOLE | COM | 821.76K | SH | $17.31M 9.26% | 821.76K | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 410.68K | SH | $16.74M 8.96% | 410.68K | 0.00 | 0.00 |
TEGNA INCSOLE | COM | 827.83K | SH | $15.14M 8.10% | 827.83K | 0.00 | 0.00 |
TENNANT COMPANYSOLE | COM | 113.60K | SH | $9.26M 4.96% | 113.60K | 0.00 | 0.00 |
FOOT LOCKER INCSOLE | COM | 55.38K | SH | $1.21M 0.65% | 55.38K | 0.00 | 0.00 |
ACUITY BRANDS INCSOLE | COM | 1.35K | SH | $395.3K 0.21% | 1.35K | 0.00 | 0.00 |