One Fin Capital Management LP

Name: One Fin Capital Management LP 13F holdings, Q2 2026
Creator: One Fin Capital Management LP
Published: 2026-08-14

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), One Fin Capital Management LP reported 22 stock positions worth $285.8 million. Its top holding was Nextpower (NXT) at 12.5% of the portfolio, followed by Driven Brands (DRVN, 8.5%) and Solstice Adv Materials (SOLS, 5.9%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 4 and reduced 3. The biggest buy was Driven Brands (DRVN, shares +250%) and the biggest sale an exit from Amrize (AMRZ).

Most Recent 13F: Q2 2026
Location: San Francisco, CA
CIK: 0001753875
Portfolio Value: $285.8M (Q2 2026)
SEC Filing: 0000935836-26-000417 ↗ filed Aug 14, 2026

Holdings Value

Holdings 22 stocks · $285.8M


NXT Nextpower Inc.	12.51%	300,000	$35.7M	No change
DRVN Driven Brands Holdings Inc.	8.54%	1,750,000	$24.4M	Add +250.0%
SOLS Solstice Adv Materials Inc.	5.89%	190,000	$16.8M	No change
WBD Warner Bros Discovery Inc.	5.83%	625,000	$16.7M	Reduce -17.8%
CRNC Cerence Inc.	5.66%	1,430,000	$16.2M	Add +10.0%
QGEN Qiagen N.V.	5.47%	400,000	$15.6M	New
NSC Norfolk Southern Corp.	5.23%	47,500	$14.9M	Reduce -40.6%
UNH Unitedhealth Group Inc.	4.80%	33,000	$13.7M	No change
YETI Yeti Holdings Inc. filed as YETI HLDGS INC	4.63%	267,100	$13.2M	No change
VGNT Versigent PLC	4.48%	305,000	$12.8M	Add +307.1%
PINS Pinterest Inc. Class A	4.34%	590,000	$12.4M	No change
CLBK Columbia Financial Inc.	4.31%	580,000	$12.3M	New
RKT Rocket Cos Inc. Class A	4.08%	740,000	$11.7M	Reduce -38.3%
NRG NRG Energy Inc.	3.94%	77,000	$11.2M	New
HON Honeywell International Inc.	3.64%	46,500	$10.4M	New
HONA Honeywell Aerospace Inc.	3.60%	46,500	$10.3M	New
NVRI Enviri Corp.	3.50%	455,553	$10.0M	New
FRNM Freenome Inc. filed as PERCEPTIVE CAP SOLUTIONS COR	3.21%	843,482	$9.2M	No change
PRMB Primo Brands Corp.	2.35%	275,000	$6.7M	Add +83.3%
CPRI Capri Holdings Ltd.	1.82%	280,000	$5.2M	New
ACN Accenture PLC Class A	1.61%	37,000	$4.6M	New
Z Zillow Group Inc. Class C	0.55%	50,000	$1.6M	New

Options reported separately and not counted above: NVDA puts ($24.0M).

Portfolio Sells Q1 2026 → Q2 2026


AMRZ Amrize Ltd.	Sold out	0.00%	−8.07
APTV Aptiv PLC	Sold out	0.00%	−6.66
GNRC Generac Holdings Inc.	Sold out	0.00%	−5.58
PCG P G & E Corp.	Sold out	0.00%	−4.68
NSC Norfolk Southern Corp.	Reduce -40.6%	5.23%	−4.55
RKT Rocket Cos Inc. Class A	Reduce -38.3%	4.08%	−3.21
WBD Warner Bros Discovery Inc.	Reduce -17.8%	5.83%	−3.06
COF Capital One Financial Corp.	Sold out	0.00%	−2.57
JELD Jeld-Wen Holding Inc.	Sold out	0.00%	−1.01

Portfolio Buys Q1 2026 → Q2 2026


DRVN Driven Brands Holdings Inc.	Add +250.0%	8.54%	+5.85
QGEN Qiagen N.V.	New	5.47%	+5.47
CLBK Columbia Financial Inc.	New	4.31%	+4.31
NRG NRG Energy Inc.	New	3.94%	+3.94
HON Honeywell International Inc.	New	3.64%	+3.64
HONA Honeywell Aerospace Inc.	New	3.60%	+3.60
NVRI Enviri Corp.	New	3.50%	+3.50
VGNT Versigent PLC	Add +307.1%	4.48%	+3.14
CRNC Cerence Inc.	Add +10.0%	5.66%	+2.17
CPRI Capri Holdings Ltd.	New	1.82%	+1.82
ACN Accenture PLC Class A	New	1.61%	+1.61
PRMB Primo Brands Corp.	Add +83.3%	2.35%	+1.15
Z Zillow Group Inc. Class C	New	0.55%	+0.55

Notes & Other Activity Q1 2026 → Q2 2026


LITHIUM ARGENTINA AG (LARCN 1.75 01/15/27)	NOTE 1.750% 1/1 · principal	Sold out	25,525,000	$24.6Mbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	22	$285.8M	NXT, DRVN, SOLS, WBD, CRNC
Q1 2026	18	$234.7M	NXT, NSC, WBD, AMRZ, RKT
Q4 2025	17	$263.0M	COF, NXT, RKT, DRVN, NSC
Q3 2025	17	$268.5M	COOP, NXT, COF, DRVN, PFGC
Q2 2025	17	$271.2M	GRAL, FDX, COF, DRVN, AMRZ
Q1 2025	13	$180.4M	DRVN, CPRI, GRAL, FDX, INTC
Q4 2024	17	$220.9M	NBIS, DRVN, QXO, DFS, OMC
Q3 2024	17	$254.3M	QXO, DRVN, BATRK, SW, J
Q2 2024	18	$241.3M	EQC, SBUX, BATRK, ENV, DRVN
Q1 2024	23	$265.7M	PXD, KNF, BATRK, LSXMA, HES