Vision One Management Partners, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$186.8B
Holdings
10
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TG7TRIUMPH GROUP INC NEW | 2,472,843 | $46.1B | 24.70% | |
| 2 | VSTSVESTIS CORPORATION COM SHS | 2,107,559 | $32.1B | 17.19% | |
| 3 | CCCHEMOURS CO | 1,558,498 | $26.3B | 14.10% | |
| 4 | CZRCAESARS ENTERTAINMENT INC NEW | 663,358 | $22.2B | 11.87% | |
| 5 | CPRICAPRI HOLDINGS LIMITED | 821,759 | $17.3B | 9.26% | |
| 6 | NGVTINGEVITY CORP | 410,678 | $16.7B | 8.96% | |
| 7 | TGNATEGNA INC | 827,831 | $15.1B | 8.10% | |
| 8 | TN1TENNANT COMPANY | 113,604 | $9.3B | 4.96% | |
| 9 | WOOFOOT LOCKER INC | 55,382 | $1.2B | 0.65% | |
| 10 | AYIACUITY BRANDS INC | 1,353 | $395.3M | 0.21% |