Institutional Manager · CIK 0001753875
One Fin Capital Management LP
San Francisco, CA · File #028-19381
Latest AUM
$308.8M
Positions
19
Top-10 Concentration
75.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202519 pos · $308.8M
- 13F HOLDINGS REPORTQ/E Sep 202520 pos · $304.1M
- 13F HOLDINGS REPORTQ/E Jun 202518 pos · $295.8M
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $204.9M
- 13F HOLDINGS REPORTQ/E Dec 202418 pos · $231.3M
- 13F HOLDINGS REPORTQ/E Sep 202418 pos · $264.7M
- 13F HOLDINGS REPORTQ/E Jun 202420 pos · $278.8M
- 13F HOLDINGS REPORTQ/E Mar 202425 pos · $292.9M
- 13F HOLDINGS REPORTQ/E Dec 202322 pos · $246.6M
- 13F HOLDINGS REPORTQ/E Sep 202323 pos · $230.4M
- 13F HOLDINGS REPORTQ/E Jun 202325 pos · $252.8M
- 13F HOLDINGS REPORTQ/E Mar 202321 pos · $229.2M
Top 19 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CAPITAL ONE FINL CORP | 14040H105 | 131,536 | $31.9M | 10.32% |
| 2 | NEXTPOWER INC | NXT | 300,000 | $26.1M | 8.46% |
| 3 | ROCKET COS INC | 77311W101 | 1,330,000 | $25.7M | 8.34% |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 1,640,000 | $24.3M | 7.87% |
| 5 | LITHIUM ARGENTINA AG | LAR | 25,525,000 | $23.4M | 7.57% |
| 6 | NORFOLK SOUTHN CORP | 655844108 | 80,000 | $23.1M | 7.48% |
| 7 | NVIDIA CORPORATION | NVDA | 120,000 | $22.4M | 7.25% |
| 8 | COPART INC | CPRT | 505,000 | $19.8M | 6.40% |
| 9 | AMRIZE LTD | AMRZ | 338,000 | $18.3M | 5.92% |
| 10 | WARNER BROS DISCOVERY INC | WBD | 625,000 | $18.0M | 5.83% |
| 11 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 325,000 | $15.8M | 5.11% |
| 12 | YETI HLDGS INC | YETI | 300,000 | $13.3M | 4.29% |
| 13 | CYBERARK SOFTWARE LTD | M2682V108 | 25,000 | $11.2M | 3.61% |
| 14 | BILL HOLDINGS INC | BILL | 170,000 | $9.3M | 3.00% |
| 15 | CERENCE INC | CRNC | 720,000 | $7.7M | 2.49% |
| 16 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 436,745 | $5.7M | 1.84% |
| 17 | PERFORMANCE FOOD GROUP CO | PFGC | 60,000 | $5.4M | 1.75% |
| 18 | JELD-WEN HLDG INC | JELD | 2,000,000 | $4.9M | 1.59% |
| 19 | RXSIGHT INC | RXST | 254,583 | $2.7M | 0.86% |