13F HOLDINGS REPORT
One Fin Capital Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000935836-25-000179
Total Value
$231.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEBIUS GROUP N.V. | NBIS | 1,100,000 | $30.5M | 13.17% |
| 2 | DRIVEN BRANDS HLDGS INC | DRVN | 1,500,000 | $24.2M | 10.47% |
| 3 | QXO INC | QXO-PB | 1,400,230 | $22.3M | 9.62% |
| 4 | DISCOVER FINL SVCS | 254709108 | 100,000 | $17.3M | 7.49% |
| 5 | OMNICOM GROUP INC | OMC | 171,299 | $14.7M | 6.37% |
| 6 | GRAIL INC | GRAL | 750,000 | $13.4M | 5.79% |
| 7 | JACOBS SOLUTIONS INC | J | 100,000 | $13.4M | 5.78% |
| 8 | SEALED AIR CORP NEW | SE | 355,000 | $12.0M | 5.19% |
| 9 | ATLANTA BRAVES HLDGS INC | BATRB | 312,611 | $12.0M | 5.17% |
| 10 | FORWARD AIR CORP | FWRD | 335,813 | $10.8M | 4.68% |
| 11 | LANTHEUS HLDGS INC | LNTH | 120,000 | $10.7M | 4.64% |
| 12 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 200,000 | $10.6M | 4.59% |
| 13 | LITHIUM AMERICAS ARGENTINA C | LAR | 13,500,000 | $10.4M | 4.50% |
| 14 | LIBERTY GLOBAL LTD | LBTYK | 770,000 | $9.8M | 4.25% |
| 15 | KELLANOVA | BEKE | 100,000 | $8.1M | 3.50% |
| 16 | MARQETA INC | MQ | 1,500,000 | $5.7M | 2.46% |
| 17 | WILLIS LEASE FIN CORP | WLFC | 16,455 | $3.4M | 1.48% |
| 18 | LIBERTY GLOBAL LTD | LBTYK | 150,000 | $2.0M | 0.85% |