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| Name: |
Vision One Management Partners LP |
| City: |
MIAMI |
| State: |
FL |
| Zip: |
33131 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TGI |
Triumph Group Inc |
1 |
- |
$13.66 |
$34,587,000 |
2,086,086 |
20.59% |
0 |
0 |
3.007 |
Aerospace/Defense Pro... |
|
|
CZR |
Caesars Entertainment Inc |
2 |
- |
$36.61 |
$28,754,000 |
613,358 |
17.11% |
0 |
0 |
0.286 |
N/A |
|
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KSS |
Kohls Corporation |
3 |
- |
$24.53 |
$28,413,000 |
990,686 |
16.91% |
0 |
0 |
0.628 |
Department Stores |
|
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VSTS |
Vestis Corp |
4 |
- |
$18.90 |
$26,622,000 |
1,259,340 |
15.84% |
0 |
0 |
0.963 |
N/A |
|
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AYI |
Acuity Brands Inc |
5 |
- |
$252.16 |
$21,901,000 |
106,921 |
13.03% |
0 |
0 |
0.27 |
Electronics Wholesale |
|
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ALSN |
Allison Transmission Holdin... |
6 |
- |
$82.28 |
$17,848,000 |
306,930 |
10.62% |
0 |
0 |
0.272 |
Auto Parts |
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PHIN |
Phinia Inc. |
7 |
- |
$38.85 |
$8,379,000 |
276,635 |
4.99% |
0 |
0 |
0.588 |
N/A |
|
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IP |
International Paper Co |
8 |
- |
$33.83 |
$1,516,000 |
41,941 |
0.9% |
0 |
0 |
0.011 |
Paper & Paper Products |
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