One Fin Capital Management LP — 13F Holdings & Portfolio
CIK 1753875 · latest 13F-HR filed 2026-05-15
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.
$280.3M
Long-equity book
20
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −5 / ↑5 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NEXTPOWER INC$10.0M +38.4%
- PERCEPTIVE CAP SOLUTIONS COR$3.6M +62.6%
- WARNER BROS DISCOVERY INC$2.9M +15.9%
- LITHIUM ARGENTINA AG$1.3M +5.4%
- CERENCE INC$506.3K +6.6%
Top Trims
- CAPITAL ONE FINL CORP-$25.9M -81.1%
- DRIVEN BRANDS HLDGS INC-$18.0M -74.1%
- ROCKET COS INC-$8.6M -33.6%
- YETI HLDGS INC-$3.5M -26.2%
- JELD-WEN HLDG INC-$2.5M -51.8%
New Positions
- APTIV PLC$15.6M
- GENERAC HLDGS INC$13.1M
- PG&E CORP$11.0M
- PINTEREST INC$10.8M
- UNITEDHEALTH GROUP INC$8.9M
Exited Positions
- COPART INC$19.8M
- CYBERARK SOFTWARE LTD$11.2M
- BILL HOLDINGS INC$9.3M
- PERFORMANCE FOOD GROUP CO$5.4M
- RXSIGHT INC$2.7M
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 | $36.2M | 12.90% | 300,000 | SH |
| 2 | LITHIUM ARGENTINA AG | LAR | 53680QAA6 | $24.6M | 8.79% | 25,525,000 | PRN |
| 3 | NORFOLK SOUTHN CORP | NSC | 655844108 | $23.0M | 8.19% | 80,000 | SH |
| 4 | NVIDIA CORPORATION Put | NVDA | 67066G104 | $20.9M | 7.47% | 120,000 | SH |
| 5 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $20.9M | 7.45% | 760,000 | SH |
| 6 | AMRIZE LTD | AMRZ | H2927K103 | $18.9M | 6.76% | 338,000 | SH |
| 7 | ROCKET COS INC | RKT | 77311W101 | $17.1M | 6.10% | 1,200,000 | SH |
| 8 | APTIV PLC | APTV | G3265R107 | $15.6M | 5.57% | 225,000 | SH |
| 9 | SOLSTICE ADVANCED MATLS INC | SOLS | 83443Q103 | $14.5M | 5.16% | 190,000 | SH |
| 10 | GENERAC HLDGS INC | GNRC | 368736104 | $13.1M | 4.67% | 67,000 | SH |
| 11 | PG&E CORP | PCG | 69331C108 | $11.0M | 3.92% | 625,000 | SH |
| 12 | PINTEREST INC | PINS | 72352L106 | $10.8M | 3.86% | 590,000 | SH |
| 13 | YETI HLDGS INC | YETI | 98585X104 | $9.8M | 3.49% | 267,100 | SH |
| 14 | PERCEPTIVE CAP SOLUTIONS COR | PCSC | G70077105 | $9.3M | 3.30% | 843,482 | SH |
| 15 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $8.9M | 3.19% | 33,000 | SH |
| 16 | CERENCE INC | CRNC | 156727109 | $8.2M | 2.93% | 1,300,016 | SH |
| 17 | DRIVEN BRANDS HLDGS INC | DRVN | 26210V102 | $6.3M | 2.25% | 500,000 | SH |
| 18 | CAPITAL ONE FINL CORP | COF | 14040H105 | $6.0M | 2.15% | 33,000 | SH |
| 19 | PRIMO BRANDS CORPORATION | PRMB | 741623102 | $2.8M | 1.01% | 150,000 | SH |
| 20 | JELD-WEN HLDG INC | JELD | 47580P103 | $2.4M | 0.85% | 1,912,044 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |