One Fin Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$280.3M
Q ending 2026-03-31
Prior quarter
$308.8M
Q ending 2025-12-31
Change
-9.2% QoQ · +36.8% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nextpower Inc | NXT | Shares | $36.2M | 300K |
| Lithium Argentina Ag | LARCN 1.75 01/15/27 | Principal | $24.6M | 25.5M |
| Norfolk Southn Corp | NSC | Shares | $23.0M | 80K |
| Nvidia Corporation | NVDA | Put | $20.9M | 120K |
| Warner Bros Discovery Inc | WBD | Shares | $20.9M | 760K |
| Amrize Ltd | Shares | $18.9M | 338K | |
| Rocket Cos Inc | RKT | Shares | $17.1M | 1.2M |
| Aptiv Plc | Shares | $15.6M | 225K | |
| Solstice Advanced Matls Inc | SOLS | Shares | $14.5M | 190K |
| Generac Hldgs Inc | GNRC | Shares | $13.1M | 67K |
| Pg&E Corp | PCG | Shares | $11.0M | 625K |
| Pinterest Inc | PINS | Shares | $10.8M | 590K |
| Yeti Hldgs Inc | YETI | Shares | $9.8M | 267K |
| Perceptive Cap Solutions Cor | Shares | $9.3M | 843K | |
| Unitedhealth Group Inc | UNH | Shares | $8.9M | 33K |
| Cerence Inc | CRNC | Shares | $8.2M | 1.3M |
| Driven Brands Hldgs Inc | DRVN | Shares | $6.3M | 500K |
| Capital One Finl Corp | COF | Shares | $6.0M | 33K |
| Primo Brands Corporation | PRMB | Shares | $2.8M | 150K |
| Jeld-Wen Hldg Inc | JELD | Shares | $2.4M | 1.9M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.