StockDriftsStockDriftsTop 18 One Fin Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NXT | NEXTPOWER INC | 13.95% | 300.0K | $36.2M | +0.00%(+0) | $64.18(+124.82%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 8.85% | 80.0K | $23.0M | +0.00%(+0) | $294.57(+7.26%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 8.05% | 760.0K | $20.9M | +21.60%(+135.00K) | $13.97(+93.06%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 7.3% | 338.0K | $18.9M | +0.00%(+0) | $49.51(-1.01%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 6.59% | 1.20M | $17.1M | -9.77%(-130.00K) | $19.37(-31.08%) | 2026-03-31 | |
| APTV | APTIV PLC | 6.02% | 225.0K | $15.6M | new | $69.05(-21.30%) | 2026-03-31 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 5.58% | 190.0K | $14.5M | -41.54%(-135.00K) | $48.58(+75.20%) | 2026-03-31 | |
| GNRC | GENERAC HLDGS INC | 5.05% | 67.0K | $13.1M | new | $165.85(+58.99%) | 2026-03-31 | |
| PCG | PG&E CORP | 4.23% | 625.0K | $11.0M | new | $16.82(-4.10%) | 2026-03-31 | |
| PINS | PINTEREST INC | 4.17% | 590.0K | $10.8M | new | $22.11(-11.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +58.84% |
| Top 20 Holdings Unweighted | +15.64% | +54.65% |
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