13F HOLDINGS REPORT
One Fin Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000935836-25-000534
Total Value
$295.8M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GRAIL INC | GRAL | 700,000 | $36.0M | 12.17% |
| 2 | FEDEX CORP | FDX | 128,500 | $29.2M | 9.87% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 131,536 | $28.0M | 9.46% |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 1,590,000 | $27.9M | 9.44% |
| 5 | LITHIUM ARGENTINA AG | LAR | 29,500,000 | $24.7M | 8.34% |
| 6 | AMRIZE LTD | AMRZ | 415,000 | $20.6M | 6.95% |
| 7 | MR COOPER GROUP INC | 62482R107 | 135,000 | $20.1M | 6.81% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 108,000 | $15.3M | 5.18% |
| 9 | SKECHERS U S A INC | 830566105 | 200,000 | $12.6M | 4.27% |
| 10 | HENRY SCHEIN INC | HSIC | 170,000 | $12.4M | 4.20% |
| 11 | INTEL CORP | INTC | 550,000 | $12.3M | 4.16% |
| 12 | RITHM CAPITAL CORP | RITM-PF | 1,050,000 | $11.9M | 4.01% |
| 13 | CAPRI HOLDINGS LIMITED | CPRI | 600,000 | $10.6M | 3.59% |
| 14 | FORWARD AIR CORP | FWRD | 335,000 | $8.2M | 2.78% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 24,000 | $7.5M | 2.53% |
| 16 | WARNER BROS DISCOVERY INC | WBD | 625,000 | $7.2M | 2.42% |
| 17 | APTIV PLC | APTV | 100,000 | $6.8M | 2.31% |
| 18 | AFFIRM HLDGS INC | AFRM | 65,000 | $4.5M | 1.52% |