Vision One Management Partners as of Dec. 31, 2023
Portfolio Holdings for Vision One Management Partners
Vision One Management Partners holds 8 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Triumph (TGI) | 20.6 | $35M | 2.1M | 16.58 | |
| Caesars Entertainment (CZR) | 17.1 | $29M | 613k | 46.88 | |
| Kohl's Corporation (KSS) | 16.9 | $28M | 991k | 28.68 | |
| Vestis Corporation (VSTS) | 15.8 | $27M | 1.3M | 21.14 | |
| Acuity Brands (AYI) | 13.0 | $22M | 107k | 204.83 | |
| Allison Transmission Hldngs I (ALSN) | 10.6 | $18M | 307k | 58.15 | |
| Phinia (PHIN) | 5.0 | $8.4M | 277k | 30.29 | |
| International Paper Company (IP) | 0.9 | $1.5M | 42k | 36.15 |
