One Fin Capital Management LP: 13F holdings
CIK 17538752026Q2
| Positions | 23 |
|---|
| Reported value | $309.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 23 (+3 vs prior quarter) |
|---|
| Reported value | $309.8m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NXT NEXTPOWER INC | 300,000 | $35.7m | 11.5% |
| DRVN DRIVEN BRANDS HLDGS INC | 1,750,000 | $24.4m | 7.9% |
| SOLS SOLSTICE ADVANCED MATLS INC | 190,000 | $16.8m | 5.4% |
| WARNER BROS DISCOVERY INC | 625,000 | $16.7m | 5.4% |
| CRNC CERENCE INC | 1,430,000 | $16.2m | 5.2% |
| QIAGEN NV | 400,000 | $15.6m | 5.0% |
| NSC NORFOLK SOUTHN CORP | 47,500 | $14.9m | 4.8% |
| UNH UNITEDHEALTH GROUP INC | 33,000 | $13.7m | 4.4% |
| YETI YETI HLDGS INC | 267,100 | $13.2m | 4.3% |
| VERSIGENT PLC | 305,000 | $12.8m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1753875")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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