One Fin Capital Management LP
25 holdingsFiling period: 2026-06-30Current AUM: $296.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NXT | Nextpower Inc | 300.0K | $35.7M | $22.9M | 7.74% | -- | 2026-06-30 |
| 2 | DRVN | Driven Brands Hldgs Inc | 1.75M | $24.4M | $20.5M | 6.90% | +1.25M | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 120.0K | $24.0M | $25.9M | 8.75% | -- | 2026-06-30 |
| 4 | SOLS | Solstice Advanced Matls Inc | 190.0K | $16.8M | $11.5M | 3.87% | -- | 2026-06-30 |
| 5 | WBD | Warner Bros Discovery Inc | 625.0K | $16.7M | $16.7M | 5.62% | -135,000 | 2026-06-30 |
| 6 | CRNC | Cerence Inc | 1.43M | $16.2M | $11.9M | 4.02% | +130.0K | 2026-06-30 |
| 7 | — | Qiagen NV | 400.0K | $15.6M | $15.6M | 5.28% | -- | 2026-06-30 |
| 8 | NSC | Norfolk Southn Corp | 47.5K | $14.9M | $15.9M | 5.35% | -32,500 | 2026-06-30 |
| 9 | UNH | Unitedhealth Group Inc | 33.0K | $13.7M | $13.6M | 4.57% | -- | 2026-06-30 |
| 10 | YETI | Yeti Hldgs Inc | 267.1K | $13.2M | $11.6M | 3.93% | -- | 2026-06-30 |
| 11 | — | Versigent PLC | 305.0K | $12.8M | $12.8M | 4.32% | -- | 2026-06-30 |
| 12 | PINS | Pinterest Inc | 590.0K | $12.4M | $12.5M | 4.23% | -- | 2026-06-30 |
| 13 | CLBK | Columbia Finl Inc | 580.0K | $12.3M | $13.9M | 4.69% | -- | 2026-06-30 |
| 14 | CLBK | Columbia Finl Inc | 580.0K | $12.3M | $13.9M | 4.69% | -- | 2026-06-30 |
| 15 | RKT | Rocket Cos Inc | 740.0K | $11.7M | $8.5M | 2.87% | -460,000 | 2026-06-30 |
| 16 | NRG | Nrg Energy Inc | 77.0K | $11.2M | $7.2M | 2.43% | -- | 2026-06-30 |
| 17 | HON | Honeywell Intl Inc | 46.5K | $10.4M | $10.2M | 3.44% | -- | 2026-06-30 |
| 18 | HONA | Honeywell Aerospace Inc | 46.5K | $10.3M | $7.8M | 2.65% | -- | 2026-06-30 |
| 19 | NVRI | Enviri Corp | 455.6K | $10.0M | $8.7M | 2.93% | -- | 2026-06-30 |
| 20 | NVRI | Enviri Corp | 455.6K | $10.0M | $8.7M | 2.93% | -- | 2026-06-30 |
| 21 | — | Perceptive Cap Solutions Cor | 843.5K | $9.2M | $9.2M | 3.10% | -- | 2026-06-30 |
| 22 | PRMB | Primo Brands Corporation | 275.0K | $6.7M | $5.4M | 1.82% | +125.0K | 2026-06-30 |
| 23 | — | Capri Holdings Limited | 280.0K | $5.2M | $5.2M | 1.75% | -- | 2026-06-30 |
| 24 | — | Accenture PLC Ireland | 37.0K | $4.6M | $4.6M | 1.55% | -- | 2026-06-30 |
| 25 | Z | Zillow Group Inc | 50.0K | $1.6M | $1.6M | 0.55% | -- | 2026-06-30 |
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