One Fin Capital Management LP 13F Holdings · Q2 2026
One Fin Capital Management LP reported 22 securities worth $309.77M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NXT (11.54%), DRVN (7.88%), NVDA (7.75%). Among its top 25 positions this quarter: 10 new, 3 added, 3 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NXT | NEXTPOWER INC | $35.7M | 11.54% | 300,000 | Hold |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | $24.4M | 7.88% | 1.8M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $24.0M | 7.75% | 120,000 | Hold |
| 4 | SOLS | SOLSTICE ADVANCED MATLS INC | $16.8M | 5.43% | 190,000 | Hold |
| 5 | WBD | WARNER BROS DISCOVERY INC | $16.7M | 5.38% | 625,000 | Trimmed |
| 6 | CRNC | CERENCE INC | $16.2M | 5.23% | 1.4M | Added |
| 7 | QGEN | QIAGEN NV | $15.6M | 5.05% | 400,000 | New |
| 8 | NSC | NORFOLK SOUTHN CORP | $14.9M | 4.82% | 47,500 | Trimmed |
| 9 | UNH | UNITEDHEALTH GROUP INC | $13.7M | 4.43% | 33,000 | Hold |
| 10 | YETI | YETI HLDGS INC | $13.2M | 4.27% | 267,100 | Hold |
| 11 | VGNT | VERSIGENT PLC | $12.8M | 4.14% | 305,000 | New |
| 12 | PINS | PINTEREST INC | $12.4M | 4.01% | 590,000 | Hold |
| 13 | CLBK | COLUMBIA FINL INC | $12.3M | 3.97% | 580,000 | New |
| 14 | RKT | ROCKET COS INC | $11.7M | 3.76% | 740,000 | Trimmed |
| 15 | NRG | NRG ENERGY INC | $11.2M | 3.63% | 77,000 | New |
| 16 | HON | HONEYWELL INTL INC | $10.4M | 3.36% | 46,500 | New |
| 17 | HONA | HONEYWELL AEROSPACE INC | $10.3M | 3.32% | 46,500 | New |
| 18 | NVRI | ENVIRI CORP | $10.0M | 3.23% | 455,553 | New |
| 19 | PCSC | PERCEPTIVE CAP SOLUTIONS COR | $9.2M | 2.96% | 843,482 | Hold |
| 20 | PRMB | PRIMO BRANDS CORPORATION | $6.7M | 2.17% | 275,000 | Added |
| 21 | CPRI | CAPRI HOLDINGS LIMITED | $5.2M | 1.68% | 280,000 | New |
| 22 | ACN | ACCENTURE PLC IRELAND | $4.6M | 1.49% | 37,000 | New |
| 23 | Z | ZILLOW GROUP INC | $1.6M | 0.51% | 50,000 | New |
| 24 | AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | Exited |
| 25 | APTV | APTIV PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR