One Fin Capital Management LP 13F Holdings
CIK 0001753875 · SAN FRANCISCO, CA
As of Sep 30, 2025, One Fin Capital Management LP reported 20 positions worth $304.1M in its SEC Form 13F filing.
Top 20 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MR COOPER GROUP INC | COOP | Financial Services | 150,000 | $31.6M | 10.40% |
| NEXTPOWER INC | NXT | Technology | 420,000 | $31.1M | 10.22% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 131,536 | $28.0M | 9.20% |
| DRIVEN BRANDS HOLDINGS INC | DRVN | Consumer Cyclical | 1,590,000 | $25.6M | 8.42% |
| PERFORMANCE FOOD GROUP CO | PFGC | Consumer Defensive | 216,000 | $22.5M | 7.39% |
| GRAIL INC | GRAL | Healthcare | 380,000 | $22.5M | 7.39% |
| AMRIZE LTD | AMRZ | Basic Materials | 450,000 | $21.8M | 7.18% |
| LITHIUM ARGENTINA AG | — | — | 17,500,000 |