One Fin Capital Management as of June 30, 2026
Portfolio Holdings for One Fin Capital Management
One Fin Capital Management holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nextpower Class A Com (NXT) | 11.5 | $36M | 300k | 119.14 | |
| Driven Brands Hldgs (DRVN) | 7.9 | $24M | 1.8M | 13.94 | |
| NVIDIA Corporation Put Option (NVDA) | 7.8 | $24M | 120k | 200.09 | |
| Solstice Advanced Matls Com Shs (SOLS) | 5.4 | $17M | 190k | 88.60 | |
| Warner Bros Discovery Com Ser A (WBD) | 5.4 | $17M | 625k | 26.66 | |
| Cerence (CRNC) | 5.2 | $16M | 1.4M | 11.32 | |
| Qiagen Nv Ord Shares (QGEN) | 5.0 | $16M | 400k | 39.10 | |
| Norfolk Southern (NSC) | 4.8 | $15M | 48k | 314.59 | |
| UnitedHealth (UNH) | 4.4 | $14M | 33k | 415.63 | |
| Yeti Hldgs (YETI) | 4.3 | $13M | 267k | 49.56 | |
| Versigent Ordinary Shares (VGNT) | 4.1 | $13M | 305k | 42.01 | |
| Pinterest Cl A (PINS) | 4.0 | $12M | 590k | 21.03 | |
| Columbia Finl (CLBK) | 4.0 | $12M | 580k | 21.22 | |
| Rocket Cos Com Cl A (RKT) | 3.8 | $12M | 740k | 15.75 | |
| Nrg Energy Com New (NRG) | 3.6 | $11M | 77k | 146.06 | |
| Honeywell International (HON) | 3.4 | $10M | 47k | 223.90 | |
| Honeywell Aerospace (HONA) | 3.3 | $10M | 47k | 221.08 | |
| Enviri Corp | 3.2 | $10M | 456k | 21.95 | |
| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 3.0 | $9.2M | 844k | 10.88 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 2.2 | $6.7M | 275k | 24.44 | |
| Capri Holdings SHS (CPRI) | 1.7 | $5.2M | 280k | 18.57 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $4.6M | 37k | 124.44 | |
| Zillow Group Cl C Cap Stk (Z) | 0.5 | $1.6M | 50k | 31.52 |
