13F-HR filed by One Fin Capital Management LP
One Fin Capital Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 23 holding rows worth $309,767,083.
- Accession
- 0000935836-26-000417
- Filer
- CIK 1753875
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 23 entries on the cover page, a total value of $309,767,083 stated on the cover page (in dollars after the unit check, H1), rows summing to $309,767,083 with VALUE read as dollars as filed, 13F file number 028-19381. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 300,000 | $35,742,000 | dollars as filed | |
| DRIVEN BRANDS HLDGS INC | 26210V102 | COM | 1,750,000 | $24,395,000 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 120,000 | $24,010,800 | dollars as filed | put |
| SOLS | 83443Q103 | COM | 190,000 | $16,834,000 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 625,000 | $16,662,500 | dollars as filed | |
| CERENCE INC COM | 156727109 | Stock | 1,430,000 | $16,187,600 | dollars as filed | |
| QIAGEN NV ORD SHARES | N72482156 | Stock | 400,000 | $15,640,000 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 47,500 | $14,943,025 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 33,000 | $13,715,790 | dollars as filed | |
| YETI HLDGS INC COM | 98585X104 | Stock | 267,100 | $13,237,476 | dollars as filed | |
| VERSIGENT PLC ORDINARY SHARES | G9600F104 | Stock | 305,000 | $12,813,050 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 590,000 | $12,407,700 | dollars as filed | |
| COLUMBIA FINANCIAL INC | 197641103 | COMMON STOCK | 580,000 | $12,307,600 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 740,000 | $11,655,000 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 77,000 | $11,246,620 | dollars as filed | |
| HONEYWELL INTL INC COM | 438516205 | Stock | 46,500 | $10,411,350 | dollars as filed | |
| HONEYWELL AEROSPACE INC COM | 43849R105 | Stock | 46,500 | $10,280,220 | dollars as filed | |
| ENVIRI CORP | 29390K102 | COM | 455,553 | $9,999,388 | dollars as filed | |
| PERCEPTIVE CAPITAL SOLUTIONS | G70077105 | CL A ORD SHS | 843,482 | $9,177,084 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 275,000 | $6,721,000 | dollars as filed | |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 280,000 | $5,199,600 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 37,000 | $4,604,280 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 50,000 | $1,576,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-26-000417 | this filing | 2026-08-14 | acceptance time not in the bulk data set |