Vision One Management Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HEXCEL CORP NEW(HXL) | 0 | 439,413 | +439,413 | 0 | 27,551,195 | 17.34% | +27,551,195 |
| VESTIS CORPORATION(VSTS) | 0 | 2,259,731 | +2,259,731 | 0 | 10,236,581 | 6.44% | +10,236,581 |
| TENNANT COMPANY(TNC) | 178,910 | 291,864 | +112,954 | 13,861,947 | 23,212,105 | 14.61% | +9,350,158 |
| CHEMOURS CO(CC) | 1,720,189 | 1,720,189 | 0 | 19,696,164 | 27,247,794 | 17.15% | +7,551,630 |
| POWELL INDS INC(POWL) | 0 | 23,591 | +23,591 | 0 | 7,190,772 | 4.52% | +7,190,772 |
| INGEVITY CORP(NGVT) | 453,910 | 457,817 | +3,907 | 19,558,982 | 25,266,920 | 15.90% | +5,707,938 |
| ENVIRI CORP | 0 | 436,911 | +436,911 | 0 | 5,544,400 | 3.49% | +5,544,400 |
| LKQ CORP(LKQ) | 0 | 126,156 | +126,156 | 0 | 3,852,804 | 2.42% | +3,852,804 |
| McGRATH RENTCORP(MGRC) | 2,016 | 23,412 | +21,396 | 233,775 | 2,746,227 | 1.73% | +2,512,452 |
| TENNANT COMPANY(TNC) | 81 | 0 | -81 | 191,160 | 0 | — | -191,160 |
| CAESARS ENTERTAINMENT INC NEW(CZR) | 663,358 | 663,358 | 0 | 18,832,734 | 17,927,250 | 11.28% | -905,484 |
| TEGNA INC | 599,323 | 400,508 | -198,815 | 10,044,653 | 8,142,328 | 5.12% | -1,902,325 |
| VESTIS CORPORATION COM SHS(VSTS) | 3,590,017 | 0 | -3,590,017 | 20,570,797 | 0 | — | -20,570,797 |
| TRIUMPH GROUP INC NEW | 2,472,843 | 0 | -2,472,843 | 63,675,707 | 0 | — | -63,675,707 |