13F HOLDINGS REPORT
One Fin Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000935836-25-000704
Total Value
$304.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MR COOPER GROUP INC | 62482R107 | 150,000 | $31.6M | 10.40% |
| 2 | NEXTRACKER INC | NXT | 420,000 | $31.1M | 10.22% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 131,536 | $28.0M | 9.20% |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 1,590,000 | $25.6M | 8.42% |
| 5 | PERFORMANCE FOOD GROUP CO | PFGC | 216,000 | $22.5M | 7.39% |
| 6 | GRAIL INC | GRAL | 380,000 | $22.5M | 7.39% |
| 7 | AMRIZE LTD | AMRZ | 450,000 | $21.8M | 7.18% |
| 8 | LITHIUM ARGENTINA AG | LAR | 17,500,000 | $15.9M | 5.24% |
| 9 | TECK RESOURCES LTD | TCKRF | 300,000 | $13.2M | 4.33% |
| 10 | WARNER BROS DISCOVERY INC | WBD | 625,000 | $12.2M | 4.01% |
| 11 | BUILDERS FIRSTSOURCE INC | BLDR | 100,000 | $12.1M | 3.99% |
| 12 | CYBERARK SOFTWARE LTD | M2682V108 | 25,000 | $12.1M | 3.97% |
| 13 | BILL HOLDINGS INC | BILL | 220,000 | $11.7M | 3.83% |
| 14 | YETI HLDGS INC | YETI | 332,454 | $11.0M | 3.63% |
| 15 | PBF ENERGY INC | PBF | 250,000 | $7.5M | 2.48% |
| 16 | CHURCHILL CAP CORP X | G2130T108 | 500,000 | $6.4M | 2.11% |
| 17 | CERENCE INC | CRNC | 470,000 | $5.9M | 1.93% |
| 18 | GREEN DOT CORP | GDOT | 430,000 | $5.8M | 1.90% |
| 19 | TON STRATEGY CO | TONX | 700,000 | $4.9M | 1.62% |
| 20 | RXSIGHT INC | RXST | 254,583 | $2.3M | 0.75% |