One Fin Capital Management LP
Net buyer this quarter
$310M
22
+$23.5M
58.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NXT | $35.7M | 11.54% | 0.22% | Not reported | Q3 2025 |
 DRVN | $24.4M | 7.88% | 1.06% | +250.0% | Q2 2024 |
 SOLS | $16.8M | 5.43% | 0.12% | Not reported | Q4 2025 |
 WBD | $16.7M | 5.38% | 0.02% | -17.8% | Q2 2025 |
 CRNC | $16.2M | 5.23% | 3.16% | +10.0% | Q3 2025 |
 QGEN | $15.6M | 5.05% | 0.18% | New | Q2 2026 |
 NSC | $14.9M | 4.82% | 0.02% | -40.6% | Q4 2025 |
 UNH | $13.7M | 4.43% | 0.00% | Not reported | Q2 2025 |
 YETI | $13.2M | 4.27% | 0.35% | Not reported | Q3 2025 |
 VGNT | $12.8M | 4.14% | 0.43% | New | Q2 2026 |
 PINS | $12.4M | 4.01% | 0.46% | Not reported | Q1 2023 |
 CLBK | $12.3M | 3.97% | 0.56% | New | Q2 2026 |
 RKT | $11.7M | 3.76% | Not reported | -38.3% | Q4 2025 |
 NRG | $11.2M | 3.63% | 0.04% | New | Q2 2026 |
 HON | $10.4M | 3.36% | 0.01% | New | Q2 2026 |
 HONA | $10.3M | 3.32% | Not reported | New | Q2 2026 |
 NVRI | $10M | 3.23% | 1.62% | New | Q2 2026 |
 FRNM | $9.18M | 2.96% | 9.47% | Not reported | Q4 2025 |
 PRMB | $6.72M | 2.17% | 0.08% | +83.3% | Q1 2026 |
 CPRI | $5.2M | 1.68% | 0.25% | Not reported | Q1 2025 |
 ACN | $4.6M | 1.49% | 0.01% | Not reported | Q1 2025 |
 Z | $1.58M | 0.51% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| NXT | $36.2M | 12.90% | 0.22% | Not reported | Q3 2025 |
| NSC | $23M | 8.19% | 0.04% | Not reported | Q4 2025 |
| WBD | $20.9M | 7.45% | 0.03% | +21.6% | Q2 2025 |
 AMRZ | $18.9M | 6.76% | 0.06% | Not reported | Q2 2025 |
| RKT | $17.1M | 6.10% | Not reported | -9.8% | Q4 2025 |
 APTV | $15.6M | 5.57% | 0.11% | Not reported | Q2 2025 |
| SOLS | $14.5M | 5.16% | 0.12% | -41.5% | Q4 2025 |
 GNRC | $13.1M | 4.67% | 0.11% | New | Q1 2026 |
 PCG | $11M | 3.92% | 0.03% | Not reported | Q4 2018 |
| PINS | $10.8M | 3.86% | 0.46% | Not reported | Q1 2023 |
| YETI | $9.77M | 3.49% | 0.35% | -11.0% | Q3 2025 |
| FRNM | $9.25M | 3.30% | 9.47% | +93.1% | Q4 2025 |
| UNH | $8.93M | 3.19% | 0.00% | Not reported | Q2 2025 |
| CRNC | $8.2M | 2.93% | 2.88% | +80.6% | Q3 2025 |
| DRVN | $6.31M | 2.25% | 0.30% | -69.5% | Q2 2024 |
 COF | $6.02M | 2.15% | 0.01% | -74.9% | Q2 2025 |
| PRMB | $2.82M | 1.01% | 0.04% | New | Q1 2026 |
 JELD | $2.37M | 0.85% | 2.22% | -4.4% | Q4 2025 |
| Q4 2025 | |||||
| COF | $31.9M | 10.32% | 0.02% | Not reported | Q2 2025 |
| NXT | $26.1M | 8.46% | 0.22% | -28.6% | Q3 2025 |
| RKT | $25.7M | 8.34% | Not reported | New | Q4 2025 |
| DRVN | $24.3M | 7.87% | 1.00% | +3.1% | Q2 2024 |
| NSC | $23.1M | 7.48% | 0.04% | New | Q4 2025 |
 CPRT | $19.8M | 6.40% | 0.05% | New | Q4 2025 |
| AMRZ | $18.3M | 5.92% | 0.06% | -24.9% | Q2 2025 |
| WBD | $18M | 5.83% | 0.03% | Not reported | Q2 2025 |
| SOLS | $15.8M | 5.11% | 0.20% | New | Q4 2025 |
| YETI | $13.3M | 4.29% | 0.39% | -9.8% | Q3 2025 |
 BILL | $9.27M | 3.00% | 0.17% | -22.7% | Q3 2025 |
| CRNC | $7.7M | 2.49% | 1.60% | +53.2% | Q3 2025 |
| FRNM | $5.69M | 1.84% | 4.90% | New | Q4 2025 |
 PFGC | $5.4M | 1.75% | 0.04% | -72.2% | Q3 2025 |
| JELD | $4.92M | 1.59% | 2.34% | New | Q4 2025 |
 RXST | $2.65M | 0.86% | 0.62% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| COOP | $31.6M | 10.40% | Not reported | +11.1% | Q2 2025 |
| NXT | $31.1M | 10.22% | 0.31% | New | Q3 2025 |
| COF | $28M | 9.20% | 0.02% | Not reported | Q2 2025 |
| DRVN | $25.6M | 8.42% | 0.97% | Not reported | Q2 2024 |
| PFGC | $22.5M | 7.39% | 0.14% | New | Q3 2025 |
 GRAL | $22.5M | 7.39% | 1.05% | -45.7% | Q2 2024 |
| AMRZ | $21.8M | 7.18% | 0.08% | +8.4% | Q2 2025 |
 TECK | $13.2M | 4.33% | Not reported | Not reported | Q2 2023 |
| WBD | $12.2M | 4.01% | 0.03% | Not reported | Q2 2025 |
| BILL | $11.7M | 3.83% | 0.22% | New | Q3 2025 |
| YETI | $11M | 3.63% | 0.43% | New | Q3 2025 |
 INFQ | $6.43M | 2.11% | Not reported | New | Q3 2025 |
| CRNC | $5.86M | 1.93% | 1.08% | New | Q3 2025 |
 GDOT | $5.77M | 1.90% | 0.78% | New | Q3 2025 |
 TONX | $4.93M | 1.62% | 1.18% | New | Q3 2025 |
| RXST | $2.29M | 0.75% | 0.62% | New | Q3 2025 |