account_balance
Investment manager · 13F filer · SEC CIK 1753875
One Fin Capital Management LP
Reported value$286Mas of Jun 30, 2026
Positions22 10 new, 7 sold out
Top 10 weight63.1%NXT alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NXTNextpower Inc.
12.5%
DRVNDriven Brands Holdings Inc.
8.5%Added +250%
SOLSSolstice Advanced Materials Inc.
5.9%
WBDWarner Bros Discovery Inc
5.8%Trimmed −18%
CRNCCerence Inc.
5.7%Added +10%
QGENQiagen N.V.
5.5%New
NSCNorfolk Southern Corp
5.2%Trimmed −41%
UNHUnitedHealth Group Inc
4.8%
YETIYETI Holdings, Inc.
4.6%
VGNTVersigent PLC
4.5%New
PINSPinterest, Inc.
4.3%
CLBKColumbia Financial, Inc.
4.3%New
NXTNextpower Inc.
12.5%
DRVNDriven Brands Holdings Inc.
8.5%Added +250%
SOLSSolstice Advanced Materials Inc.
5.9%
WBDWarner Bros Discovery Inc
5.8%−18%
CRNCCerence Inc.
5.7%+10%
QGENQiagen N.V.
5.5%
NSCNorfolk Southern Corp
5.2%
UNHUnitedHealth Group Inc
4.8%
YETIYETI Holdings, Inc.
4.6%
VGNT4.5%PINS4.3%CLBK4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NXT Nextpower Inc. 12.5% HeldDRVN Driven Brands Holdings Inc. 8.5% Added +250%SOLS Solstice Advanced Materials Inc. 5.9% Held
WBD Warner Bros Discovery Inc 5.8% Trimmed −18%
CRNC Cerence Inc. 5.7% Added +10%QGEN Qiagen N.V. 5.5% NewNSC Norfolk Southern Corp 5.2% Trimmed −41%UNH UnitedHealth Group Inc 4.8% HeldYETI YETI Holdings, Inc. 4.6% HeldVGNT Versigent PLC 4.5% NewPINS Pinterest, Inc. 4.3% HeldCLBK Columbia Financial, Inc. 4.3% NewWhat changed
Biggest moves since Mar 31, 2026
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