Vision One Management Partners, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$172.9B
Holdings
8
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TG7TRIUMPH GROUP INC NEW | 2,472,843 | $62.7B | 36.25% | |
| 2 | VSTSVESTIS CORPORATION COM SHS | 3,309,017 | $32.8B | 18.95% | |
| 3 | CCCHEMOURS CO | 1,558,498 | $21.1B | 12.20% | |
| 4 | CZRCAESARS ENTERTAINMENT INC NEW | 663,358 | $16.6B | 9.59% | |
| 5 | NGVTINGEVITY CORP | 417,178 | $16.5B | 9.55% | |
| 6 | TN1TENNANT COMPANY | 144,773 | $11.5B | 6.68% | |
| 7 | TGNATEGNA INC | 599,323 | $10.9B | 6.32% | |
| 8 | WOOFOOT LOCKER INC | 55,382 | $780.9M | 0.45% |