§ 13F · FUND PROFILE
One Fin Capital Management LP.
AUM · $268M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$94M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NXT | NEXTPOWER INC | 300K | $36M | 11.5% | ±0% |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | 1.75M | $24M | 7.9% | +250% |
| 3 | NVDA | NVIDIA CORPORATION | 120K | $24M | 7.8% | ±0% |
| 4 | SOLS | SOLSTICE ADVANCED MATLS INC | 190K | $17M | 5.4% | ±0% |
| 5 | WBD | WARNER BROS DISCOVERY INC | 625K | $17M | 5.4% | −18% |
| 6 | CRNC | CERENCE INC | 1.43M | $16M | 5.2% | +10% |
| 7 | QGEN | QIAGEN NV | 400K | $16M | 5.0% | NEW |
| 8 | NSC | NORFOLK SOUTHN CORP | 48K | $15M | 4.8% | −41% |
| 9 | UNH | UNITEDHEALTH GROUP INC | 33K | $14M | 4.4% | ±0% |
| 10 | YETI | YETI HLDGS INC | 267K | $13M | 4.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ONE SIGNAL
AC read
One Fin Capital Management LP is a Other fund managing $268 million in assets. The fund runs a focused portfolio of just 17 positions.
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