Filed: 8/14/2025ACC: 0001636587-25-000044
📋 What this filing means
VISION ONE MANAGEMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $166.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$166.67M
Total AUM (reported)
9.68M
Total Shares
Allocation by class
COM$166.47M99.9%
CALL$191.2K0.1%
Portfolio Concentration
Top 3$103.94M62.4%
4–10$62.72M37.6%
Top 3 weight
62.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.68M
Sole
Full voting authority
9.68M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
TRIUMPH GROUP INC NEW
SOLEShares2.47M
TypeSH
Market value$63.68M
38.21%
Sole
2.47M
Shared
0.00
None
0.00
VESTIS CORPORATION COM SHS
SOLEShares3.59M
TypeSH
Market value$20.57M
12.34%
Sole
3.59M
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares1.72M
TypeSH
Market value$19.70M
11.82%
Sole
1.72M
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares453.91K
TypeSH
Market value$19.56M
11.74%
Sole
453.91K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NEW
SOLEShares663.36K
TypeSH
Market value$18.83M
11.30%
Sole
663.36K
Shared
0.00
None
0.00
TENNANT COMPANY
SOLEShares178.91K
TypeSH
Market value$13.86M
8.32%
Sole
178.91K
Shared
0.00
None
0.00
TEGNA INC
SOLEShares599.32K
TypeSH
Market value$10.04M
6.03%
Sole
599.32K
Shared
0.00
None
0.00
McGRATH RENTCORP
SOLEShares2.02K
TypeSH
Market value$233.8K
0.14%
Sole
2.02K
Shared
0.00
None
0.00
TENNANT COMPANY
SOLEShares81.00
TypeSH
Market value$191.2K
0.11%
Sole
81.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRIUMPH GROUP INC NEWSOLE | COM | 2.47M | SH | $63.68M 38.21% | 2.47M | 0.00 | 0.00 |
VESTIS CORPORATION COM SHSSOLE | COM | 3.59M | SH | $20.57M 12.34% | 3.59M | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 1.72M | SH | $19.70M 11.82% | 1.72M | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 453.91K | SH | $19.56M 11.74% | 453.91K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEWSOLE | COM | 663.36K | SH | $18.83M 11.30% | 663.36K | 0.00 | 0.00 |
TENNANT COMPANYSOLE | COM | 178.91K | SH | $13.86M 8.32% | 178.91K | 0.00 | 0.00 |
TEGNA INCSOLE | COM | 599.32K | SH | $10.04M 6.03% | 599.32K | 0.00 | 0.00 |
McGRATH RENTCORPSOLE | COM | 2.02K | SH | $233.8K 0.14% | 2.02K | 0.00 | 0.00 |
TENNANT COMPANYSOLE | CALL | 81.00 | SH | $191.2K 0.11% | 81.00 | 0.00 | 0.00 |