Vision One Management Partners, LP
- SEC CIK
- 0001979969
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- +1 vs. Q1 2025
- Portfolio value
- $166.7M
- −$6.19M (−3.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TGITriumph Group Inc | COM | 2,472,843 | $63.7M | 38.2% | 00.0% | Unchanged | History |
| VSTSVestis Corp | COM SHS | 3,590,017 | $20.6M | 12.3% | +281,000+8.5% | Added | History |
| CCChemours Co | Stock | 1,720,189 | $19.7M | 11.8% | +161,691+10.4% | Added | History |
| NGVTIngevity Corp | COM | 453,910 | $19.6M | 11.7% | +36,732+8.8% | Added | History |
| CZRCaesars Entertainment, Inc. | COM | 663,358 | $18.8M | 11.3% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 178,910 | $13.9M | 8.3% | +34,137+23.6% | Added | History |
| TGNATegna Inc | COM | 599,323 | $10.0M | 6.0% | 00.0% | Unchanged | History |
| MGRCMcGrath Rentcorp | COM | 2,016 | $233.8K | 0.1% | +2,016 | New | History |
| Tennant Co880345903 | CALL | 81 | $191.2K | 0.1% | +81 | New | – |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.