Vision One Management Partners’s Triumph Group TGI Stock Holding History

Vision One Management Partners’s Portfolio TGI Stock Details TGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,472,843	Closed	-$63.7M	–	12
2025 Q2	$63.7M	Hold	2,472,843	–	–	38.21%	1
2025 Q1	$62.7M	Hold	2,472,843	–	–	36.25%	1
2024 Q4	$46.1M	Hold	2,472,843	–	–	24.7%	1
2024 Q3	$31.9M	Hold	2,472,843	–	–	21.69%	1
2024 Q2	$38.1M	Hold	2,472,843	–	–	25.92%	1
2024 Q1	$37.2M	Buy	2,472,843 +386,757	+19%	+$5.76M	21.81%	1
2023 Q4	$34.6M	Buy	+2,086,086	New	+$21.2M	20.59%	1

Other funds holding TGI

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Vision One Management Partners's TGI Position: Q3 2025 in Review

Vision One Management Partners sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 2,472,843 shares — an estimated $63.7M sold.

Vision One Management Partners first reported a position in TGI in Q4 2023 and held it in 7 quarters. The position peaked at $63.7M in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

Vision One Management Partners reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
Vision One Management Partners sold 2,472,843 Triumph Group shares in Q3 2025, an estimated $63.7M.
Vision One Management Partners first reported a position in Triumph Group in Q4 2023 and held it in 7 quarters.
Vision One Management Partners's Triumph Group position peaked at $63.7M in Q2 2025.
4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Vision One Management Partners's 13F filing for Q3 2025, filed 17 Nov 2025.