One Fin Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
One Fin Capital Management LP disclosed 22 US equity positions worth $285.8m in its Q2 2026 13F filing. The largest position was NXT at 12.5% of the reported book, followed by DRVN and SOLS. Against the Q1 2026 filing, it opened 10 new positions, added to 3 and reduced 3 among the top 22 holdings.
What did One Fin Capital Management LP own in Q2 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NXT NEXTPOWER INC | Technology | 12.5% | $35.7m | 300,000 | 0% | held |
| 2 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 8.5% | $24.4m | 1,750,000 | 250% | added |
| 3 | SOLS SOLSTICE ADVANCED MATLS INC | Basic Materials | 5.9% | $16.8m | 190,000 | 0% | held |
| 4 | WBD WARNER BROS DISCOVERY INC | Communication Services | 5.8% | $16.7m | 625,000 | -18% | reduced |
| 5 | CRNC CERENCE INC | Technology | 5.7% | $16.2m | 1,430,000 | 10% | added |
| 6 | QGEN QIAGEN NV | Healthcare | 5.5% | $15.6m | 400,000 | – | new |
| 7 | NSC NORFOLK SOUTHN CORP | Industrials | 5.2% | $14.9m | 47,500 | -41% | reduced |
| 8 | UNH UNITEDHEALTH GROUP INC | Healthcare | 4.8% | $13.7m | 33,000 | 0% | held |
| 9 | YETI YETI HLDGS INC | Consumer Cyclical | 4.6% | $13.2m | 267,100 | 0% | held |
| 10 | VGNT VERSIGENT PLC | 4.5% | $12.8m | 305,000 | – | new | |
| 11 | PINS PINTEREST INC | Communication Services | 4.3% | $12.4m | 590,000 | 0% | held |
| 12 | COLUMBIA FINL INC | 4.3% | $12.3m | 580,000 | – | new | |
| 13 | RKT ROCKET COS INC | Financial Services | 4.1% | $11.7m | 740,000 | -38% | reduced |
| 14 | NRG NRG ENERGY INC | Utilities | 3.9% | $11.2m | 77,000 | – | new |
| 15 | HON HONEYWELL INTL INC | Industrials | 3.6% | $10.4m | 46,500 | – | new |
| 16 | HONA HONEYWELL AEROSPACE INC | Industrials | 3.6% | $10.3m | 46,500 | – | new |
| 17 | ENVIRI CORP | 3.5% | $10.0m | 455,553 | – | new | |
| 18 | PERCEPTIVE CAP SOLUTIONS COR | 3.2% | $9.2m | 843,482 | 0% | held | |
| 19 | PRMB PRIMO BRANDS CORPORATION | Consumer Defensive | 2.4% | $6.7m | 275,000 | 83% | added |
| 20 | CPRI CAPRI HOLDINGS LIMITED | Consumer Cyclical | 1.8% | $5.2m | 280,000 | – | new |
| 21 | ACCENTURE PLC IRELAND | 1.6% | $4.6m | 37,000 | – | new | |
| 22 | Z ZILLOW GROUP INC | Communication Services | 0.6% | $1.6m | 50,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.