Vision One Management Partners, LP Portfolio Holdings

Vision One Management Partners, LP

  • $187 Billion
  • Q4 2024

Vision One Management Partners, LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Triumph Group Inc with a value of $46.1B, Vestis Corporation Com Shs with a value of $32.1B, Chemours CO with a value of $26.3B, Caesars Entertainment, Inc. with a value of $22.2B, and Capri Holdings LTD with a value of $17.3B.

Examining the 13F form we can see an increase of $39.8B in the current position value, from $147B to 187B.

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 $187 Billion
Industrials: $55.8 Billion
Basic Materials: $43.1 Billion
Consumer Cyclical: $40.7 Billion
Communication Services: $15.1 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65B
$46.1 Billion 24.7% of portfolio
2,472,843
Q1 2024 Added 18.54%
$1.72B
$16.7 Billion 8.96% of portfolio
410,678
Q4 2024 Added 264.98%
$1.64B
$9.26 Billion 4.96% of portfolio
113,604
Q4 2024 New
$1.85B
$1.21 Billion 0.65% of portfolio
55,382
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $187 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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