One Fin Capital Management LP — 13F Holdings & Portfolio
CIK 1753875 · latest 13F-HR filed 2026-08-14
One Fin Capital Management LP manages $309.8M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NXT (11.54%), DRVN (7.88%), NVDA (7.75%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 7, added to 7, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
BUILDING C, SUITE C3-400
SAN FRANCISCO, CA 94129
$309.8M
Long-equity book
23
Distinct positions
2026-06-30
Filed 2026-08-14
+10 / −7 / ↑7 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DRIVEN BRANDS HLDGS INC$18.1M +286.9%
- CERENCE INC$8.0M +97.3%
- UNITEDHEALTH GROUP INC$4.8M +53.6%
- PRIMO BRANDS CORPORATION$3.9M +138.0%
- YETI HLDGS INC$3.5M +35.4%
Top Trims
- NORFOLK SOUTHN CORP-$8.0M -34.9%
- ROCKET COS INC-$5.4M -31.8%
- WARNER BROS DISCOVERY INC-$4.2M -20.2%
New Positions
- QIAGEN NV$15.6M
- VERSIGENT PLC$12.8M
- COLUMBIA FINL INC$12.3M
- NRG ENERGY INC$11.2M
- HONEYWELL INTL INC$10.4M
Exited Positions
- LITHIUM ARGENTINA AG$24.6M
- AMRIZE LTD$18.9M
- APTIV PLC$15.6M
- GENERAC HLDGS INC$13.1M
- PG&E CORP$11.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NEXTPOWER INC | NXT | 65290E101 | $35.7M | 11.54% | 300,000 | SH |
| 2 | DRIVEN BRANDS HLDGS INC | DRVN | 26210V102 | $24.4M | 7.88% | 1,750,000 | SH |
| 3 | NVIDIA CORPORATION Put | NVDA | 67066G104 | $24.0M | 7.75% | 120,000 | SH |
| 4 | SOLSTICE ADVANCED MATLS INC | SOLS | 83443Q103 | $16.8M | 5.43% | 190,000 | SH |
| 5 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $16.7M | 5.38% | 625,000 | SH |
| 6 | CERENCE INC | CRNC | 156727109 | $16.2M | 5.23% | 1,430,000 | SH |
| 7 | QIAGEN NV | QGEN | N72482156 | $15.6M | 5.05% | 400,000 | SH |
| 8 | NORFOLK SOUTHN CORP | NSC | 655844108 | $14.9M | 4.82% | 47,500 | SH |
| 9 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $13.7M | 4.43% | 33,000 | SH |
| 10 | YETI HLDGS INC | YETI | 98585X104 | $13.2M | 4.27% | 267,100 | SH |
| 11 | VERSIGENT PLC | VGNT | G9600F104 | $12.8M | 4.14% | 305,000 | SH |
| 12 | PINTEREST INC | PINS | 72352L106 | $12.4M | 4.01% | 590,000 | SH |
| 13 | COLUMBIA FINL INC | CLBK | 197641103 | $12.3M | 3.97% | 580,000 | SH |
| 14 | ROCKET COS INC | RKT | 77311W101 | $11.7M | 3.76% | 740,000 | SH |
| 15 | NRG ENERGY INC | NRG | 629377508 | $11.2M | 3.63% | 77,000 | SH |
| 16 | HONEYWELL INTL INC | HON | 438516205 | $10.4M | 3.36% | 46,500 | SH |
| 17 | HONEYWELL AEROSPACE INC | HONA | 43849R105 | $10.3M | 3.32% | 46,500 | SH |
| 18 | ENVIRI CORP | NVRI | 29390K102 | $10.0M | 3.23% | 455,553 | SH |
| 19 | PERCEPTIVE CAP SOLUTIONS COR | PCSC | G70077105 | $9.2M | 2.96% | 843,482 | SH |
| 20 | PRIMO BRANDS CORPORATION | PRMB | 741623102 | $6.7M | 2.17% | 275,000 | SH |
| 21 | CAPRI HOLDINGS LIMITED | CPRI | G1890L107 | $5.2M | 1.68% | 280,000 | SH |
| 22 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $4.6M | 1.49% | 37,000 | SH |
| 23 | ZILLOW GROUP INC | Z | 98954M200 | $1.6M | 0.51% | 50,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $309.8M | 23 | 0000935836-26-000417 |
| 2026-03-31 | 2026-05-15 | $280.3M | 20 | 0000935836-26-000269 |
| 2025-12-31 | 2026-02-17 | $308.8M | 19 | 0000935836-26-000113 |
| 2025-09-30 | 2025-11-14 | $304.1M | 20 | 0000935836-25-000704 |