Vision One Management Partners, LP
- SEC CIK
- 0001979969
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 6
- −1 vs. Q1 2024
- Portfolio value
- $147.0M
- −$23.5M (−13.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TGITriumph Group Inc | COM | 2,472,843 | $38.1M | 25.9% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 663,358 | $26.4M | 17.9% | +50,000+8.2% | Added | History |
| VSTSVestis Corp | COM SHS | 2,018,644 | $24.7M | 16.8% | +369,299+22.4% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 95,075 | $23.0M | 15.6% | −14,903−13.6% | Reduced | History |
| KSSKOHLS Corp | Stock | 905,888 | $20.8M | 14.2% | −93,754−9.4% | Reduced | History |
| TGNATegna Inc | COM | 1,011,672 | $14.1M | 9.6% | +252,324+33.2% | Added | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.