This Fund Just Took a $5.5 Million Stake in a Turnaround Stock Up 143% This Past Year

1 hour ago 1

Jonathan Ponciano, The Motley Fool

Sun, November 23, 2025 astatine 9:27 AM CST 5 min read

Miami-based Vision One Management Partners acquired 436,911 shares of Enviri Corporation successful an estimated $5.5 cardinal transaction during the 3rd quarter.
The transaction worth represents a 3.5% presumption comparative to reportable 13F assets nether absorption arsenic of quarter-end.
Despite the sale, the money reported holding 436,911 NVRI shares worthy $5.5 cardinal arsenic of September 30.
These 10 stocks could mint the adjacent question of millionaires ›

On November 14, Miami-based Vision One Management Partners disclosed a caller involvement successful Enviri Corporation (NYSE:NVRI), adding 436,911 shares valued astatine astir $5.5 million.

According to a filing with the Securities and Exchange Commission dated November 14, Vision One Management Partners initiated a caller presumption successful Enviri Corporation (NYSE:NVRI) during the 3rd quarter. The money acquired 436,911 shares, bringing the worth of its involvement to $5.5 cardinal astatine quarter-end. This caller holding accounted for 3.5% of the fund’s $158.9 cardinal successful reportable U.S. equity assets.

Top holdings aft the filing:

NYSE:TNC: $46.2 cardinal (25.4% of AUM)
NYSE:HXL: $27.6 cardinal (15.1% of AUM)
NYSE:CC: $27.3 cardinal (15% of AUM)
NYSE:NGVT: $25.3 cardinal (13.9% of AUM)
NASDAQ:CZR: $17.9 cardinal (9.9% of AUM)

As of Friday's marketplace close, Enviri shares were priced astatine $17.40, up 143% implicit the past twelvemonth and good outperforming the S&P 500, which is up 11% successful the aforesaid period.

Metric

Value

Revenue (TTM)	$2.2 billion
Net Income (TTM)	($162.8 million)
Price (as of marketplace adjacent Friday)	$17.40
One-Year Price Change	143%

Enviri Corporation is simply a starring supplier of biology solutions for concern discarded streams. The institution leverages a dual-segment exemplary to present integrated services and value-added products to metals manufacturers and discarded generators. Its strategy centers connected semipermanent contracts and assets recovery, positioning Enviri arsenic a cardinal subordinate successful sustainable discarded absorption and recycling. The institution serves iron, steel, and metals manufacturers, arsenic good arsenic customers requiring hazardous and non-hazardous discarded processing and recycling successful the United States and internationally.

The quality of Enviri successful Vision One’s portfolio is notable due to the fact that it fits the fund’s signifier of taking concentrated positions successful companies undergoing meaningful operational oregon strategical transitions. Enviri is successful the mediate of one: Third-quarter results showed dependable gross astatine $575 cardinal but continued GAAP losses and tightening margins, portion absorption works done divestitures, declaration exits, and a strategical alternatives process that could reshape the portfolio. The introduction from a hedge money known for activistic moves signals a willingness to underwrite near-term volatility successful speech for imaginable upside tied to the company’s borderline betterment program and improving free-cash-flow trajectory.

To beryllium clear, Enviri’s latest net uncover a mixed picture—record show astatine Clean Earth offset by weaker results astatine Harsco Environmental and continued losses astatine Harsco Rail. Adjusted EBITDA fell to $74 cardinal from $85 cardinal a twelvemonth earlier, and full-year guidance was lowered to a $268 cardinal to $278 cardinal range. Still, absorption emphasized improving currency generation, a much flexible recognition agreement, and advancement toward concluding its strategical review.

Against those fundamentals, Vision One’s $5.5 cardinal presumption is humble comparative to halfway holdings similar Tennant, Hexcel, and Chemours—but it marks a meaningful, high-conviction summation for the money during a pivotal clip for Enviri, whose shares person rallied successful the past twelvemonth but are inactive implicit 70% beneath highs earlier the Great Recession.