Vision One Management Partners, LP Portfolio Holdings

Vision One Management Partners, LP

  • $167 Billion
  • Q2 2025

Vision One Management Partners, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Triumph Group Inc with a value of $63.7B, Vestis Corporation Com Shs with a value of $20.6B, Chemours CO with a value of $19.7B, Ingevity Corp with a value of $19.6B, and Caesars Entertainment, Inc. with a value of $18.8B.

Examining the 13F form we can see an decrease of $6.19B in the current position value, from $173B to 167B.

Vision One Management Partners, LP is based out at Miami, FL

Below you can find more details about Vision One Management Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
Industrials: $77.8 Billion
Basic Materials: $39.3 Billion
Consumer Cyclical: $18.8 Billion
Communication Services: $10 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.69B
$63.7 Billion 38.21% of portfolio
2,472,843
Q1 2024 Added 18.54%
Vestis Corporation Com Shs
-
$20.6 Billion 12.34% of portfolio
-
Q2 2025 Added 8.49%
$1.88B
$19.7 Billion 11.82% of portfolio
1,720,189
Q2 2025 Added 10.37%
$2.05B
$19.6 Billion 11.74% of portfolio
453,910
Q2 2025 Added 8.8%
$5.28B
$18.8 Billion 11.3% of portfolio
663,358
Q2 2024 Added 8.15%
$1.55B
$13.9 Billion 8.32% of portfolio
178,910
Q2 2025 Added 23.58%
$4.53B
$10 Billion 6.03% of portfolio
599,323
Q1 2025 Reduced 27.6%
$2.96B
$234 Million 0.14% of portfolio
2,016
Q2 2025 New
Tennant Company
-
$191 Million 0.11% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $167 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Vision One Management Partners, LP Portfolio

Follow Vision One Management Partners, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision One Management Partners, LP, based on Form 13F filings with the SEC.

News

Stay updated on Vision One Management Partners, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email