13F HOLDINGS REPORT
One Fin Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000935836-25-000379
Total Value
$204.9M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DRIVEN BRANDS HLDGS INC | DRVN | 1,590,000 | $27.3M | 13.30% |
| 2 | LITHIUM ARGENTINA AG | LAR | 29,500,000 | $24.4M | 11.92% |
| 3 | CAPRI HOLDINGS LIMITED | CPRI | 1,165,000 | $23.0M | 11.22% |
| 4 | GRAIL INC | GRAL | 750,000 | $19.2M | 9.35% |
| 5 | FEDEX CORP | FDX | 74,000 | $18.0M | 8.81% |
| 6 | INTEL CORP | INTC | 720,000 | $16.4M | 7.98% |
| 7 | OMNICOM GROUP INC | OMC | 171,299 | $14.2M | 6.93% |
| 8 | DISCOVER FINL SVCS | 254709108 | 80,000 | $13.7M | 6.67% |
| 9 | HENRY SCHEIN INC | HSIC | 170,000 | $11.6M | 5.68% |
| 10 | ACCENTURE PLC IRELAND | ACN | 35,000 | $10.9M | 5.33% |
| 11 | JACOBS SOLUTIONS INC | J | 70,000 | $8.5M | 4.13% |
| 12 | FORWARD AIR CORP | FWRD | 400,000 | $8.0M | 3.92% |
| 13 | ORACLE CORP | ORCL-PD | 37,500 | $5.2M | 2.56% |
| 14 | HERC HLDGS INC | HRI | 33,462 | $4.5M | 2.19% |