Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
One Fin Capital Management LP (CIK 1753875) reported $280.3M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NXT ($36.2M, 12.90%), LAR ($24.6M, 8.79%), NSC ($23.0M, 8.19%), NVDA ($20.9M, 7.47%), WBD ($20.9M, 7.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NXT | NEXTPOWER INC | $36.2M | 12.90% | 300,000 | Hold |
| 2 | LAR | LITHIUM ARGENTINA AG | $24.6M | 8.79% | 25.5M | Hold |
| 3 | NSC | NORFOLK SOUTHN CORP | $23.0M | 8.19% | 80,000 | Hold |
| 4 | NVDA | NVIDIA CORPORATION | $20.9M | 7.47% | 120,000 | Hold |
| 5 | WBD | WARNER BROS DISCOVERY INC | $20.9M | 7.45% | 760,000 | Added |
| 6 | AMRZ | AMRIZE LTD | $18.9M | 6.76% | 338,000 | Hold |
| 7 | RKT | ROCKET COS INC | $17.1M | 6.10% | 1.2M | Trimmed |
| 8 | APTV | APTIV PLC | $15.6M | 5.57% | 225,000 | New |
| 9 | SOLSTICE ADVANCED MATLS INC | $14.5M | 5.16% | 190,000 | Trimmed | |
| 10 | GNRC | GENERAC HLDGS INC | $13.1M | 4.67% | 67,000 | New |
| 11 | PCG | PG&E CORP | $11.0M | 3.92% | 625,000 | New |
| 12 | PINS | PINTEREST INC | $10.8M | 3.86% | 590,000 | New |
| 13 | YETI | YETI HLDGS INC | $9.8M | 3.49% | 267,100 | Trimmed |
| 14 | PCSC | PERCEPTIVE CAP SOLUTIONS COR | $9.3M | 3.30% | 843,482 | Added |
| 15 | UNH | UNITEDHEALTH GROUP INC | $8.9M | 3.19% | 33,000 | New |
| 16 | CRNC | CERENCE INC | $8.2M | 2.93% | 1.3M | Added |
| 17 | DRVN | DRIVEN BRANDS HLDGS INC | $6.3M | 2.25% | 500,000 | Trimmed |
| 18 | COF | CAPITAL ONE FINL CORP | $6.0M | 2.15% | 33,000 | Trimmed |
| 19 | PRMB | PRIMO BRANDS CORPORATION | $2.8M | 1.01% | 150,000 | New |
| 20 | JELD | JELD-WEN HLDG INC | $2.4M | 0.85% | 1.9M | Trimmed |
| 21 | BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 22 | CPRT | COPART INC | $0 | 0.00% | 0 | Exited |
| 23 | PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | Exited |
| 24 | RXST | RXSIGHT INC | $0 | 0.00% | 0 | Exited |
| 25 | CYBR | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31