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Vision One Management Partners, LP

CIK:0001979969
Hedge Fund
$186M AUM
9 holdings
Miami, FL, United States
Founded:2022
8 employees
Latest filing:Jun 30, 2025

Vision One Management Partners, LP is a hedge fund registered as an investment adviser, headquartered in Miami, Florida. Incorporated in Delaware, it manages pooled investment vehicles and primarily serves institutional clients such as pooled funds and corporations. As of March 31, 2025, the firm manages approximately $186 million in assets with a team of 8 employees, of which the majority focus on investment-related roles. The firm reports its regulatory filings under SEC CIK 0001979969. The founding year is not publicly disclosed.

Investment Strategy

Vision One Management Partners, LP utilizes a fundamental, research-driven investment approach focused on value and special situation opportunities within the public equity markets. The firm's 13F filings show diversified holdings across industrial, consumer, and specialized sectors, indicating an active, discretionary strategy aiming to identify mispriced securities and capitalize on both short- and long-term catalysts. Vision One primarily manages investments for pooled vehicles, emphasizing capital appreciation through careful security selection and risk management.

Latest 13F Filing Activity

Vision One Management Partners, LP filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $167M. The fund increased holdings in Ingevity Corp., Tennant Company, Caesars Entertainment Inc. New among other positions. Vision One Management Partners, LP reduced exposure to Vestis Corporation Com SHS, Chemours Co., Tegna Inc. among others.

Top Buys
V
VSTSVESTIS CORPORATION COM SHS
-$12.2M
N
NGVTINGEVITY CORP
+$3.0M
T
TNCTENNANT COMPANY
+$2.3M
C
CZRCAESARS ENTERTAINMENT INC NEW
+$2.2M
C
CCCHEMOURS CO
-$1.4M
Top Sells
V
VSTSVESTIS CORPORATION COM SHS
-$12.2M
N
NGVTINGEVITY CORP
+$3.0M
T
TNCTENNANT COMPANY
+$2.3M
C
CZRCAESARS ENTERTAINMENT INC NEW
+$2.2M
C
CCCHEMOURS CO
-$1.4M

Top Holdings

T
TGITRIUMPH GROUP INC NEW
+38.2%$63.7M
V
VSTSVESTIS CORPORATION COM SHS
+12.3%$20.6M
C
CCCHEMOURS CO
+11.8%$19.7M
N
NGVTINGEVITY CORP
+11.7%$19.6M
C
CZRCAESARS ENTERTAINMENT INC NEW
+11.3%$18.8M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TRIUMPH GROUP INC NEW38.21%$63.7M2,472,843$16.28$25.75+$1.0M
VESTIS CORPORATION COM SHS12.34%$20.6M3,590,017$14.36$5.73-$12.2M
CHEMOURS CO11.82%$19.7M1,720,189$19.15$11.45-$1.4M
INGEVITY CORP11.74%$19.6M453,910$40.49$43.09+$3.0M
CAESARS ENTERTAINMENT INC NEW11.30%$18.8M663,358$46.19$28.39+$2.2M

Industry Allocation

CHEMICALS & ALLIED PRODUCTS
+33.0%
PLASTIC MATERIALS, SYNTH RESINS & NONVULCAN ELASTOMERS
+17.3%
REFRIGERATION & SERVICE INDUSTRY MACHINERY
+14.6%
HOTELS & MOTELS
+11.3%
WHOLESALE-MISCELLANEOUS NONDURABLE GOODS
+6.4%