Vision One Management Partners, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$166.7B
Holdings
9
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TG7TRIUMPH GROUP INC NEW | 2,472,843 | $63.7B | 38.21% | |
| 2 | VSTSVESTIS CORPORATION COM SHS | 3,590,017 | $20.6B | 12.34% | |
| 3 | CCCHEMOURS CO | 1,720,189 | $19.7B | 11.82% | |
| 4 | NGVTINGEVITY CORP | 453,910 | $19.6B | 11.74% | |
| 5 | CZRCAESARS ENTERTAINMENT INC NEW | 663,358 | $18.8B | 11.30% | |
| 6 | TN1TENNANT COMPANY | 178,910 | $13.9B | 8.32% | |
| 7 | TGNATEGNA INC | 599,323 | $10.0B | 6.03% | |
| 8 | MGRCMcGRATH RENTCORP | 2,016 | $233.8M | 0.14% | |
| 9 | TNCTENNANT COMPANY | 81 | $191.2M | 0.11% |