StockDriftsStockDriftsTop 18 One Fin Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NXT | NEXTPOWER INC | 12.51% | 300.0K | $35.7M | +0.00%(+0) | $64.18(+58.10%) | 2026-06-30 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 8.54% | 1.75M | $24.4M | +250.00%(+1.25M) | $13.43(-3.68%) | 2026-06-30 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 5.89% | 190.0K | $16.8M | +0.00%(+0) | $48.58(+28.96%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 5.83% | 625.0K | $16.7M | -17.76%(-135.00K) | $13.97(+100.29%) | 2026-06-30 | |
| CRNC | CERENCE INC | 5.66% | 1.43M | $16.2M | +10.00%(+129.98K) | $9.98(-9.94%) | 2026-06-30 | |
| QGEN | QIAGEN NV | 5.47% | 400.0K | $15.6M | new | $39.21(+9.54%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 5.23% | 47.5K | $14.9M | -40.62%(-32.50K) | $294.57(+13.53%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 4.8% | 33.0K | $13.7M | +0.00%(+0) | $383.01(+4.89%) | 2026-06-30 | |
| YETI | YETI HLDGS INC | 4.63% | 267.1K | $13.2M | +0.00%(+0) | $32.35(+37.74%) | 2026-06-30 | |
| PINS | PINTEREST INC | 4.34% | 590.0K | $12.4M | +0.00%(+0) | $22.11(+8.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.14% | +69.13% | +8.63% | +51.30% |
| Top 20 Holdings Unweighted | +21.48% | +79.26% | +5.70% | +31.97% |
One Fin Capital Management LP reports $309.77M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are NXT (12.5%), DRVN (8.5%) and SOLS (5.9%). The top 20 holdings account for 84.77% of reported assets. Its disclosed equity book has returned +69.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from One Fin Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1753875). View One Fin Capital Management LP’s 13F filings on SEC