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CIK: 0001979969
Total reported value
$277.8M
$277.8M
9 檔
51.2%
During the Q2 2025 filing period, Vision One Management Partners, LP (CIK: 0001979969) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $277.8M across 9 reported positions.
During Q2 2025, Vision One Management Partners, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TG7 | Triumph Group Inc | Stock-Other | 38.21% | — | — | |
| 2 | VSTS | Vestis CORP | Stock-Other | 12.34% | -3.40% | EXIT | |
| 3 | CC | Chemours Co/the | Stock-Materials | 11.82% | -3.62% | +10.37% | |
| 4 | NGVT | Ingevity CORP | Stock-Other | 11.74% | -1.52% | +8.80% | |
| 5 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 11.30% | -4.14% | EXIT | |
| 6 | TNC | Tennant Co | Stock-Other | 8.32% | +1.13% | +23.58% | |
| 7 | TGNA | Tegna Inc | Stock-Other | 6.03% | — | — | |
| 8 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.14% | +0.13% | — | |
| 9 | ✓ | Tennant Co | Stock-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Vision One Management Partners, LP reported a total U.S. public equity portfolio value of $277.8M across 9 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TG7, VSTS, CC) accounted for 51.2% of total reported equity market value during Q2 2025.
During Q2 2025, Vision One Management Partners, LP's top holdings by market value included TG7 (38.2%)、VSTS (12.3%)、CC (11.8%). The largest single position, TG7, represented 38.2% of total portfolio value.
In Q2 2025, Vision One Management Partners, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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