Holders — by stockHoldings — by fund
One Fin Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001753875
$309.8M
disclosed book value
23
positions
11.5%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NXTNEXTPOWER INC | 300,000 | $35.7M | 11.5% |
| 2 | DRVNDRIVEN BRANDS HLDGS INC | 1.8M | $24.4M | 7.9% |
| 3 | NVDANVIDIA CORPORATIONPUT | 120,000 | $24.0M | 7.8% |
| 4 | SOLSSOLSTICE ADVANCED MATLS INC | 190,000 | $16.8M | 5.4% |
| 5 | WBDWARNER BROS DISCOVERY INC | 625,000 | $16.7M | 5.4% |
| 6 | CRNCCERENCE INC | 1.4M | $16.2M | 5.2% |
| 7 | QGENQIAGEN NV | 400,000 | $15.6M | 5% |
| 8 | NSCNORFOLK SOUTHN CORP | 47,500 | $14.9M | 4.8% |
| 9 | UNHUNITEDHEALTH GROUP INC | 33,000 | $13.7M | 4.4% |
| 10 | YETIYETI HLDGS INC | 267,100 | $13.2M | 4.3% |
| 11 | VGNTVERSIGENT PLC | 305,000 | $12.8M | 4.1% |
| 12 | PINSPINTEREST INC | 590,000 | $12.4M | 4% |
| 13 | COLUMBIA FINL INC | 580,000 | $12.3M | 4% |
| 14 | RKTROCKET COS INC | 740,000 | $11.7M | 3.8% |
| 15 | NRGNRG ENERGY INC | 77,000 | $11.2M | 3.6% |
| 16 | HONHONEYWELL INTL INC | 46,500 | $10.4M | 3.4% |
| 17 | HONAHONEYWELL AEROSPACE INC | 46,500 | $10.3M | 3.3% |
| 18 | NVRIENVIRI CORP | 455,553 | $10.0M | 3.2% |
| 19 | FRNMPERCEPTIVE CAP SOLUTIONS COR | 843,482 | $9.2M | 3% |
| 20 | PRMBPRIMO BRANDS CORPORATION | 275,000 | $6.7M | 2.2% |
| 21 | CPRICAPRI HOLDINGS LIMITED | 280,000 | $5.2M | 1.7% |
| 22 | ACNACCENTURE PLC IRELAND | 37,000 | $4.6M | 1.5% |
| 23 | ZZILLOW GROUP INC | 50,000 | $1.6M | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.