One Fin Capital Management LP reported 23 holdings worth US$310M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
One Fin Capital Management LP reported 23 holdings worth US$310M as of Jun 30, 2026. Largest: Nextpower Inc., Driven Brands Holdings Inc. and Solstice Advanced Materials Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$310M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nextpower Inc. | 300K | US$35.7M | 11.5% |
| Driven Brands Holdings Inc. | 1.75M | US$24.4M | 7.9% |
| Solstice Advanced Materials Inc. | 190K | US$16.8M | 5.4% |
| Warner Bros. Discovery, Inc. - Series A | 625K | US$16.7M | 5.4% |
| Cerence Inc. | 1.43M | US$16.2M | 5.2% |
| Norfolk Southern Corporation | 47,500 | US$14.9M | 4.8% |
| Unitedhealth Group Incorporated | 33,000 | US$13.7M | 4.4% |
| Yeti Holdings, Inc. | 267K | US$13.2M | 4.3% |
| Pinterest, Inc. | 590K | US$12.4M | 4.0% |
| Columbia Financial, Inc. | 580K | US$12.3M | 4.0% |
| Rocket Companies, Inc. | 740K | US$11.7M | 3.8% |
| Nrg Energy, Inc. | 77,000 | US$11.2M | 3.6% |
| Perceptive Capital Solutions Corp | 843K | US$9.18M | 3.0% |
| Primo Brands Corporation | 275K | US$6.72M | 2.2% |
| Capri Holdings Limited | 280K | US$5.2M | 1.7% |
| Zillow Group, Inc. | 50,000 | US$1.58M | 0.51% |
| Capital One Financial Corporation | 0 | US$0 | 0.00% |
| Generac Holdings Inc. | 0 | US$0 | 0.00% |
| Jeld-wen Holding, Inc. | 0 | US$0 | 0.00% |
| Pacific Gas & Electric Co. | 0 | US$0 | 0.00% |