One Fin Capital Management LP
25 holdingsFiling period: 2026-06-30Current AUM: $298.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NXT | NEXTPOWER INC | 300.0K | $35.7M | $23.9M | 8.01% | -- | 2026-06-30 |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | 1.75M | $24.4M | $21.9M | 7.33% | +1.25M | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 120.0K | $24.0M | $25.5M | 8.52% | -- | 2026-06-30 |
| 4 | SOLS | SOLSTICE ADVANCED MATLS INC | 190.0K | $16.8M | $10.9M | 3.63% | -- | 2026-06-30 |
| 5 | WBD | WARNER BROS DISCOVERY INC | 625.0K | $16.7M | $17.5M | 5.86% | -135,000 | 2026-06-30 |
| 6 | CRNC | CERENCE INC | 1.43M | $16.2M | $11.5M | 3.84% | +130.0K | 2026-06-30 |
| 7 | — | QIAGEN NV | 400.0K | $15.6M | $15.6M | 5.23% | -- | 2026-06-30 |
| 8 | NSC | NORFOLK SOUTHN CORP | 47.5K | $14.9M | $15.2M | 5.09% | -32,500 | 2026-06-30 |
| 9 | UNH | UNITEDHEALTH GROUP INC | 33.0K | $13.7M | $12.4M | 4.15% | -- | 2026-06-30 |
| 10 | YETI | YETI HLDGS INC | 267.1K | $13.2M | $10.5M | 3.52% | -- | 2026-06-30 |
| 11 | — | VERSIGENT PLC | 305.0K | $12.8M | $12.8M | 4.29% | -- | 2026-06-30 |
| 12 | PINS | PINTEREST INC | 590.0K | $12.4M | $11.1M | 3.70% | -- | 2026-06-30 |
| 13 | CLBK | COLUMBIA FINL INC | 580.0K | $12.3M | $14.7M | 4.92% | -- | 2026-06-30 |
| 14 | CLBK | COLUMBIA FINL INC | 580.0K | $12.3M | $14.7M | 4.92% | -- | 2026-06-30 |
| 15 | RKT | ROCKET COS INC | 740.0K | $11.7M | $9.8M | 3.27% | -460,000 | 2026-06-30 |
| 16 | NRG | NRG ENERGY INC | 77.0K | $11.2M | $8.2M | 2.73% | -- | 2026-06-30 |
| 17 | HON | HONEYWELL INTL INC | 46.5K | $10.4M | $9.5M | 3.16% | -- | 2026-06-30 |
| 18 | HONA | HONEYWELL AEROSPACE INC | 46.5K | $10.3M | $7.4M | 2.47% | -- | 2026-06-30 |
| 19 | NVRI | ENVIRI CORP | 455.6K | $10.0M | $9.8M | 3.28% | -- | 2026-06-30 |
| 20 | NVRI | ENVIRI CORP | 455.6K | $10.0M | $9.8M | 3.28% | -- | 2026-06-30 |
| 21 | — | PERCEPTIVE CAP SOLUTIONS COR | 843.5K | $9.2M | $9.2M | 3.07% | -- | 2026-06-30 |
| 22 | PRMB | PRIMO BRANDS CORPORATION | 275.0K | $6.7M | $5.7M | 1.92% | +125.0K | 2026-06-30 |
| 23 | — | CAPRI HOLDINGS LIMITED | 280.0K | $5.2M | $5.2M | 1.74% | -- | 2026-06-30 |
| 24 | — | ACCENTURE PLC IRELAND | 37.0K | $4.6M | $4.6M | 1.54% | -- | 2026-06-30 |
| 25 | Z | ZILLOW GROUP INC | 50.0K | $1.6M | $1.6M | 0.54% | -- | 2026-06-30 |
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