One Fin Capital Management LP
20 holdingsFiling period: 2026-03-31Current AUM: $289.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NXT | NEXTPOWER INC | 300.0K | $36.2M | $27.0M | 9.31% | -- | 2026-03-31 |
| 2 | LAC1 | LITHIUM ARGENTINA AG | 25.52M | $24.6M | $24.6M | 8.52% | -- | 2026-03-31 |
| 3 | NSC | NORFOLK SOUTHN CORP | 80.0K | $23.0M | $26.8M | 9.27% | -- | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 120.0K | $20.9M | $24.1M | 8.32% | -- | 2026-03-31 |
| 5 | WBD | WARNER BROS DISCOVERY INC | 760.0K | $20.9M | $20.0M | 6.91% | +135.0K | 2026-03-31 |
| 6 | — | AMRIZE LTD | 338.0K | $18.9M | $18.9M | 6.54% | -- | 2026-03-31 |
| 7 | RKT | ROCKET COS INC | 1.20M | $17.1M | $15.5M | 5.35% | -130,000 | 2026-03-31 |
| 8 | — | APTIV PLC | 225.0K | $15.6M | $15.6M | 5.40% | -- | 2026-03-31 |
| 9 | SOLS | SOLSTICE ADVANCED MATLS INC | 190.0K | $14.5M | $11.4M | 3.95% | -135,000 | 2026-03-31 |
| 10 | GNRC | GENERAC HLDGS INC | 67.0K | $13.1M | $13.2M | 4.56% | -- | 2026-03-31 |
| 11 | PCG | PG&E CORP | 625.0K | $11.0M | $10.9M | 3.75% | -- | 2026-03-31 |
| 12 | PINS | PINTEREST INC | 590.0K | $10.8M | $14.2M | 4.89% | -- | 2026-03-31 |
| 13 | YETI | YETI HLDGS INC | 267.1K | $9.8M | $13.1M | 4.52% | -32,900 | 2026-03-31 |
| 14 | — | PERCEPTIVE CAP SOLUTIONS COR | 843.5K | $9.3M | $9.3M | 3.20% | +406.7K | 2026-03-31 |
| 15 | UNH | UNITEDHEALTH GROUP INC | 33.0K | $8.9M | $13.7M | 4.72% | -- | 2026-03-31 |
| 16 | CRNC | CERENCE INC | 1.30M | $8.2M | $11.1M | 3.83% | +580.0K | 2026-03-31 |
| 17 | DRVN | DRIVEN BRANDS HLDGS INC | 500.0K | $6.3M | $7.1M | 2.47% | -1,140,000 | 2026-03-31 |
| 18 | COF | CAPITAL ONE FINL CORP | 33.0K | $6.0M | $6.9M | 2.38% | -98,536 | 2026-03-31 |
| 19 | PRMB | PRIMO BRANDS CORPORATION | 150.0K | $2.8M | $3.4M | 1.18% | -- | 2026-03-31 |
| 20 | JELD | JELD-WEN HLDG INC | 1.91M | $2.4M | $2.7M | 0.94% | -87,956 | 2026-03-31 |
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