One Fin Capital Management LP
One Fin Capital Management LP reported 22 US-listed holdings worth $285.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Nextpower Inc. (12.5%), Driven Brands Hldgs Inc. (8.5%) and Solstice Advanced Materials Inc. (5.9%). Against the quarter before, it opened 10 positions, added to 3, trimmed 3 and sold out of 6.
The 14 largest of its 22 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +34.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 10
- Qiagen NV Ord Shares QGEN$15.6 million
- Versigent plc VGNT$12.8 million
- Columbia Bank MHC CLBK$12.3 million
- NRG Energy, Inc. NRG$11.2 million
- Honeywell International Inc. HON$10.4 million
- Honeywell Aerospace Inc. Com HONA$10.3 million
- Enviri Corp. NVRI$10.0 million
- Capri Holdings Limited CPRI$5.2 million
and 2 more in the table below
Added to 3
- Driven Brands Hldgs Inc. DRVN+1.2 million shares · +250%
- Primo Brands Corporation PRMB+125,000 shares · +83%
- Cerence Inc. CRNC+129,984 shares · +10%
Trimmed 3
- Norfolk Southern Corp. NSC-32,500 shares · -41%
- Rocket Cos Inc. RKT-460,000 shares · -38%
- Warner Bros Discovery Inc. WBD-135,000 shares · -18%
Sold out of 6
- Amrize Ltd AMRZ$18.9 million last quarter
- Aptiv plc APTV$15.6 million last quarter
- Generac Holdings Inc. GNRC$13.1 million last quarter
- Pg&E Corp. PCG$11.0 million last quarter
- Capital One Financial Corp. COF$6.0 million last quarter
- Jeld-Wen Hldg Inc. JELD$2.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Nextpower Inc. NXT | 300.0K | $35.7 million | 12.51% | no change |
| Driven Brands Hldgs Inc. DRVN | 1.8M | $24.4 million | 8.54% | +1.2M |
| Solstice Advanced Materials Inc. SOLS | 190.0K | $16.8 million | 5.89% | no change |
| Warner Bros Discovery Inc. WBD | 625.0K | $16.7 million | 5.83% | -135.0K |
| Cerence Inc. CRNC | 1.4M | $16.2 million | 5.66% | +130.0K |
| Qiagen NV Ord Shares QGEN | 400.0K | $15.6 million | 5.47% | new |
| Norfolk Southern Corp. NSC | 47.5K | $14.9 million | 5.23% | -32.5K |
| UnitedHealth Group Inc. UNH | 33.0K | $13.7 million | 4.80% | no change |
| Yeti Holdings, Inc. YETI | 267.1K | $13.2 million | 4.63% | no change |
| Versigent plc VGNT | 305.0K | $12.8 million | 4.48% | new |
| Pinterest, Inc. PINS | 590.0K | $12.4 million | 4.34% | no change |
| Columbia Bank MHC CLBK | 580.0K | $12.3 million | 4.31% | new |
| Rocket Cos Inc. RKT | 740.0K | $11.7 million | 4.08% | -460.0K |
| NRG Energy, Inc. NRG | 77.0K | $11.2 million | 3.94% | new |
| Honeywell International Inc. HON | 46.5K | $10.4 million | 3.64% | new |
| Honeywell Aerospace Inc. Com HONA | 46.5K | $10.3 million | 3.60% | new |
| Enviri Corp. NVRI | 455.6K | $10.0 million | 3.50% | new |
| Perceptive Cap Solutions Cor PCSC | 843.5K | $9.2 million | 3.21% | no change |
| Primo Brands Corporation PRMB | 275.0K | $6.7 million | 2.35% | +125.0K |
| Capri Holdings Limited CPRI | 280.0K | $5.2 million | 1.82% | new |
| Accenture plc ACN | 37.0K | $4.6 million | 1.61% | new |
| Zillow Group Inc. Z | 50.0K | $1.6 million | 0.55% | new |
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Change is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| NVIDIA Corp. NVDA | Puts | 120.0K | $24.0 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.