Vision One Management Partners, LP Portfolio Holdings

Vision One Management Partners, LP

  • $173 Billion
  • Q1 2025

Vision One Management Partners, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Triumph Group Inc with a value of $62.7B, Vestis Corporation Com Shs with a value of $32.8B, Chemours CO with a value of $21.1B, Caesars Entertainment, Inc. with a value of $16.6B, and Ingevity Corp with a value of $16.5B.

Examining the 13F form we can see an decrease of $14B in the current position value, from $187B to 173B.

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 $173 Billion
Industrials: $74.2 Billion
Basic Materials: $37.6 Billion
Consumer Cyclical: $17.4 Billion
Communication Services: $10.9 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.68B
$62.7 Billion 36.25% of portfolio
2,472,843
Q1 2024 Added 18.54%
$1.7B
$21.1 Billion 12.2% of portfolio
1,558,498
Q4 2024 Added 12.09%
$1.65B
$16.5 Billion 9.55% of portfolio
417,178
Q1 2025 Added 1.58%
$1.36B
$11.5 Billion 6.68% of portfolio
144,773
Q1 2025 Added 27.44%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $173 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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