One Fin Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, One Fin Capital Management LP held in its portfolio 18 assets valued at $308,809,034 (i.e. $308.81M).

The most valuable assets in the portfolio included: CAPITAL ONE FINL CORP ($31.88M), NEXTPOWER INC ($26.13M), and ROCKET COS INC ($25.75M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in One Fin Capital Management LP Portfolio

CAPITAL ONE FINL CORP

NEXTPOWER INC

ROCKET COS INC

DRIVEN BRANDS HLDGS INC

NORFOLK SOUTHN CORP

NVIDIA CORPORATION

COPART INC

AMRIZE LTD

WARNER BROS DISCOVERY INC

SOLSTICE ADVANCED MATLS INC

One Fin Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CAPITAL ONE FINL CORP	131536	31879065	COM
NEXTPOWER INC	300000	26133000	CLASS A COM
ROCKET COS INC	1330000	25748800	COM CL A
DRIVEN BRANDS HLDGS INC	1640000	24304800	COM
NORFOLK SOUTHN CORP	80000	23097600	COM
NVIDIA CORPORATION	120000	22380000	COM
COPART INC	505000	19770750	COM
AMRIZE LTD	338000	18279040	SHS
WARNER BROS DISCOVERY INC	625000	18012500	COM SER A
SOLSTICE ADVANCED MATLS INC	325000	15788500	COM SHS
YETI HLDGS INC	300000	13251000	COM
CYBERARK SOFTWARE LTD	25000	11151500	SHS
BILL HOLDINGS INC	170000	9271800	COM
CERENCE INC	720000	7696800	COM
PERCEPTIVE CAP SOLUTIONS COR	436745	5690787	CL A ORD SHS
PERFORMANCE FOOD GROUP CO	60000	5395200	COM
JELD-WEN HLDG INC	2000000	4920000	COM
RXSIGHT INC	254583	2652755	COM