Filed: 5/15/2025ACC: 0001636587-25-000019
📋 What this filing means
VISION ONE MANAGEMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $172.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$172.85M
Total AUM (reported)
9.22M
Total Shares
Allocation by class
COM$172.85M100.0%
Portfolio Concentration
Top 3$116.51M67.4%
4–10$56.35M32.6%
Top 3 weight
67.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.22M
Sole
Full voting authority
9.22M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
TRIUMPH GROUP INC NEW
SOLEShares2.47M
TypeSH
Market value$62.66M
36.25%
Sole
2.47M
Shared
0.00
None
0.00
VESTIS CORPORATION COM SHS
SOLEShares3.31M
TypeSH
Market value$32.76M
18.95%
Sole
3.31M
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares1.56M
TypeSH
Market value$21.09M
12.20%
Sole
1.56M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NEW
SOLEShares663.36K
TypeSH
Market value$16.58M
9.59%
Sole
663.36K
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares417.18K
TypeSH
Market value$16.52M
9.55%
Sole
417.18K
Shared
0.00
None
0.00
TENNANT COMPANY
SOLEShares144.77K
TypeSH
Market value$11.55M
6.68%
Sole
144.77K
Shared
0.00
None
0.00
TEGNA INC
SOLEShares599.32K
TypeSH
Market value$10.92M
6.32%
Sole
599.32K
Shared
0.00
None
0.00
FOOT LOCKER INC
SOLEShares55.38K
TypeSH
Market value$780.9K
0.45%
Sole
55.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRIUMPH GROUP INC NEWSOLE | COM | 2.47M | SH | $62.66M 36.25% | 2.47M | 0.00 | 0.00 |
VESTIS CORPORATION COM SHSSOLE | COM | 3.31M | SH | $32.76M 18.95% | 3.31M | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 1.56M | SH | $21.09M 12.20% | 1.56M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEWSOLE | COM | 663.36K | SH | $16.58M 9.59% | 663.36K | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 417.18K | SH | $16.52M 9.55% | 417.18K | 0.00 | 0.00 |
TENNANT COMPANYSOLE | COM | 144.77K | SH | $11.55M 6.68% | 144.77K | 0.00 | 0.00 |
TEGNA INCSOLE | COM | 599.32K | SH | $10.92M 6.32% | 599.32K | 0.00 | 0.00 |
FOOT LOCKER INCSOLE | COM | 55.38K | SH | $780.9K 0.45% | 55.38K | 0.00 | 0.00 |