New Investment Thesis: Fund Picks Optical Retailer Stock

Bain Capital Public Equity, LP disclosed a new position in National Vision Holdings (NASDAQ:EYE), adding 199,934 shares—an estimated $5.84 million—per the November 13, 2025, SEC filing.

According to a filing with the Securities and Exchange Commission dated November 13, 2025, Bain Capital Public Equity, LP initiated a new position in National Vision Holdings, acquiring 199,934 shares during the third quarter. The stake was valued at $5.84 million at quarter end, marking the firm’s entry into the optical retail sector for this reporting period.

This is a new position in EYE, now accounting for 3.7% of the fund’s 13F reportable AUM as of September 30, 2025.

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Source Fool.com