Universe · entity
One Fin Capital Management LP
Institutional manager (13F) · CIK 1753875
13F holdings · as of 2026-03-31 · top 19 · reported portfolio $259M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NEXTPOWER INC | $36M | 300,000 |
| 2 | LITHIUM ARGENTINA AG | $25M | 25,525,000 |
| 3 | NORFOLK SOUTHN CORP | $23M | 80,000 |
| 4 | WARNER BROS DISCOVERY INC | $21M | 760,000 |
| 5 | AMRIZE LTD | $19M | 338,000 |
| 6 | ROCKET COS INC | $17M | 1,200,000 |
| 7 | APTIV PLC | $16M | 225,000 |
| 8 | SOLSTICE ADVANCED MATLS INC | $14M | 190,000 |
| 9 | GENERAC HLDGS INC | $13M | 67,000 |
| 10 | PG&E CORP | $11M | 625,000 |
| 11 | PINTEREST INC | $11M | 590,000 |
| 12 | YETI HLDGS INC | $10M | 267,100 |
| 13 | PERCEPTIVE CAP SOLUTIONS COR | $9M | 843,482 |
| 14 | UNITEDHEALTH GROUP INC | $9M | 33,000 |
| 15 | CERENCE INC | $8M | 1,300,016 |
| 16 | DRIVEN BRANDS HLDGS INC | $6M | 500,000 |
| 17 | CAPITAL ONE FINL CORP | $6M | 33,000 |
| 18 | PRIMO BRANDS CORPORATION | $3M | 150,000 |
| 19 | JELD-WEN HLDG INC | $2M | 1,912,044 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.