One Fin Capital Management LP
CIK: 1753875
Last 13F
Aug 15, 2026
Next 13F
Nov 16, 2026 · in 7 days
Options Notional
$24.01M
Holdings (22)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- NXT
NEXTPOWER INC
$35.74M
300,000 sh12.51%+0.0% - DRVN
DRIVEN BRANDS HLDGS INC
$24.39M
1.75M sh8.54%+250.0% - SOLS
SOLSTICE ADVANCED MATLS INC
$16.83M
190,000 sh5.89%+0.0% - WBD
WARNER BROS DISCOVERY INC
$16.66M
625,000 sh5.83%-17.8% - CRNC
CERENCE INC
$16.19M
1.43M sh5.66%+10.0% - QGEN
QIAGEN NV
$15.64M
400,000 sh5.47%New - NSC
NORFOLK SOUTHN CORP
$14.94M
47,500 sh5.23%-40.6% - UNH
UNITEDHEALTH GROUP INC
$13.72M
33,000 sh4.80%+0.0% - YETI
YETI HLDGS INC
$13.24M
267,100 sh4.63%+0.0% - VGNT
VERSIGENT PLC
$12.81M
305,000 sh4.48%New - PINS
PINTEREST INC
$12.41M
590,000 sh4.34%+0.0% - CLBK
COLUMBIA FINL INC
$12.31M
580,000 sh4.31%New - RKT
ROCKET COS INC
$11.65M
740,000 sh4.08%-38.3% - NRG
NRG ENERGY INC
$11.25M
77,000 sh3.94%New - HON
HONEYWELL INTL INC
$10.41M
46,500 sh3.64%New - HONA
HONEYWELL AEROSPACE INC
$10.28M
46,500 sh3.60%New - NVRI
ENVIRI CORP
$10M
455,553 sh3.50%New - PCSC
PERCEPTIVE CAP SOLUTIONS COR
$9.18M
843,482 sh3.21%+0.0% - PRMB
PRIMO BRANDS CORPORATION
$6.72M
275,000 sh2.35%+83.3% - CPRI
CAPRI HOLDINGS LIMITED
$5.2M
280,000 sh1.82%New - ACN
ACCENTURE PLC IRELAND
$4.6M
37,000 sh1.61%New - Z
ZILLOW GROUP INC
$1.58M
50,000 sh0.55%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NXT NEXTPOWER INC | 300,000 | $35.74M | +0.0% | 12.51% | Q2 2026 |
 DRVN DRIVEN BRANDS HLDGS INC | 1.75M | $24.39M | +250.0% | 8.54% | Q2 2026 |
 SOLS SOLSTICE ADVANCED MATLS INC | 190,000 | $16.83M | +0.0% | 5.89% | Q2 2026 |
 WBD WARNER BROS DISCOVERY INC | 625,000 | $16.66M | -17.8% | 5.83% | Q2 2026 |
 CRNC CERENCE INC | 1.43M | $16.19M | +10.0% | 5.66% | Q2 2026 |
 QGEN QIAGEN NV | 400,000 | $15.64M | New | 5.47% | Q2 2026 |
 NSC NORFOLK SOUTHN CORP | 47,500 | $14.94M | -40.6% | 5.23% | Q2 2026 |
 UNH UNITEDHEALTH GROUP INC | 33,000 | $13.72M | +0.0% | 4.80% | Q2 2026 |
 YETI YETI HLDGS INC | 267,100 | $13.24M | +0.0% | 4.63% | Q2 2026 |
 VGNT VERSIGENT PLC | 305,000 | $12.81M | New | 4.48% | Q2 2026 |
 PINS PINTEREST INC | 590,000 | $12.41M | +0.0% | 4.34% | Q2 2026 |
 CLBK COLUMBIA FINL INC | 580,000 | $12.31M | New | 4.31% | Q2 2026 |
 RKT ROCKET COS INC | 740,000 | $11.65M | -38.3% | 4.08% | Q2 2026 |
 NRG NRG ENERGY INC | 77,000 | $11.25M | New | 3.94% | Q2 2026 |
 HON HONEYWELL INTL INC | 46,500 | $10.41M | New | 3.64% | Q2 2026 |
 HONA HONEYWELL AEROSPACE INC | 46,500 | $10.28M | New | 3.60% | Q2 2026 |
 NVRI ENVIRI CORP | 455,553 | $10M | New | 3.50% | Q2 2026 |
 PCSC PERCEPTIVE CAP SOLUTIONS COR | 843,482 | $9.18M | +0.0% | 3.21% | Q2 2026 |
 PRMB PRIMO BRANDS CORPORATION | 275,000 | $6.72M | +83.3% | 2.35% | Q2 2026 |
 CPRI CAPRI HOLDINGS LIMITED | 280,000 | $5.2M | New | 1.82% | Q2 2026 |
 ACN ACCENTURE PLC IRELAND | 37,000 | $4.6M | New | 1.61% | Q2 2026 |
 Z ZILLOW GROUP INC | 50,000 | $1.58M | New | 0.55% | Q2 2026 |
1-22 of 22 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About One Fin Capital Management LP
One Fin Capital Management LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1753875). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 22 securities, not counting options, up from 19 in Q1 2026.
Its five largest reported positions, in order, are NEXTPOWER INC (NXT), DRIVEN BRANDS HLDGS INC (DRVN), SOLSTICE ADVANCED MATLS INC (SOLS), WARNER BROS DISCOVERY INC (WBD) and CERENCE INC (CRNC). The next five are QIAGEN NV (QGEN), NORFOLK SOUTHN CORP (NSC), UNITEDHEALTH GROUP INC (UNH), YETI HLDGS INC (YETI) and VERSIGENT PLC (VGNT).
Recent 13F filings by One Fin Capital Management LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 22 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 19 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 18 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 18 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 18 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 14 securities.