Investor Details
| Filer Name: | VISION ONE MANAGEMENT PARTNERS, LP |
|---|---|
| CIK: | 1979969 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $0.19B |
Vision One Management Partners, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| TGI | US | TRIUMPH GROUP INC | 2,472,843 | $46M | 24.70% | - | - |
| VSTS | US | VESTIS CORP | 2,107,559 | $32M | 17.19% | 34.3% | - |
| CC | US | CHEMOURS CO/THE | 1,558,498 | $26M | 14.10% | 12.1% | - |
| CZR | US | CAESARS ENTERTAINMENT INC | 663,358 | $22M | 11.87% | - | - |
| CPRI | US | CAPRI HOLDINGS LTD | 821,759 | $17M | 9.26% | 100.0% | - |
| NGVT | US | INGEVITY CORP | 410,678 | $17M | 8.96% | 265.0% | - |
| TGNA | US | TEGNA INC | 827,831 | $15M | 8.10% | -18.2% | - |
| TNC | US | TENNANT CO | 113,604 | $9M | 4.96% | 100.0% | - |
| FL | US | FOOT LOCKER INC | 55,382 | $1M | 0.65% | 100.0% | - |
| AYI | US | ACUITY BRANDS INC | 1,353 | $0M | 0.21% | -97.1% | - |