Institutional Fund
One Fin Capital Management LP
San Francisco, CACIK 17538755 filings on record
Portfolio Value
$234.69M
Q1 2026
Holdings
18
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-10.8%
from $263.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nextracker Inc15.4%
- Norfolk Southn Corp9.8%
- Warner Bros Discovery Inc8.9%
- Amrize Ltd8.1%
- Rocket Cos Inc7.3%
- Aptiv PLC6.7%
- Other43.9%
Portfolio Holdings
18 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nextracker Inc | 300.0K | $36.16M | 15.4% | 0 | Held |
| 2 | Norfolk Southn Corp | 80.0K | $22.96M | 9.8% | 0 | Held |
| 3 | Warner Bros Discovery Inc | 760.0K | $20.87M | 8.9% | +135.0K | Added |
| 4 | Amrize Ltd | 338.0K | $18.93M | 8.1% | 0 | Held |
| 5 | Rocket Cos Inc | 1.20M | $17.10M | 7.3% | −130.0K | Reduced |
| 6 | Aptiv PLC | 225.0K | $15.62M | 6.7% | +225.0K | New |
| 7 | Solstice Advanced Matls Inc | 190.0K | $14.47M | 6.2% | −135.0K | Reduced |
| 8 | Generac Hldgs Inc | 67.0K | $13.09M | 5.6% | +67.0K | New |
| 9 | Pg&E Corp | 625.0K | $10.98M | 4.7% | +625.0K | New |
| 10 | Pinterest Inc | 590.0K | $10.82M | 4.6% | +590.0K | New |
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