ONE FIN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JELD | 2.00M | $4.92M |
 | DRVN | 1.64M | $24.30M |
 | RKT | 1.33M | $25.75M |
 | CRNC | 720K | $7.70M |
 | WBD | 625K | $18.01M |
 | CPRT | 505K | $19.77M |
 | PCSC | 437K | $5.69M |
 | AMRZ | 338K | $18.28M |
 | SOLS | 325K | $15.79M |
 | NXT | 300K | $26.13M |
 | YETI | 300K | $13.25M |
 | RXST | 255K | $2.65M |
 | BILL | 170K | $9.27M |
 | COF | 132K | $31.88M |
 | NSC | 80K | $23.10M |
 | PFGC | 60K | $5.40M |
 | CYBR | 25K | $11.15M |
JELD-WEN Holding, Inc.
JELD
Shares Held
2.00M
Value
$4.92M
Driven Brands Holdings Inc.
DRVN
Shares Held
1.64M
Value
$24.30M
Rocket Companies, Inc.
RKT
Shares Held
1.33M
Value
$25.75M
Cerence Inc.
CRNC
Shares Held
720K
Value
$7.70M
Warner Bros. Discovery, Inc.
WBD
Shares Held
625K
Value
$18.01M
Copart, Inc.
CPRT
Shares Held
505K
Value
$19.77M
Perceptive Capital Solutions Corp Class A Ordinary Shares
PCSC
Shares Held
437K
Value
$5.69M
Amrize Ltd
AMRZ
Shares Held
338K
Value
$18.28M
Solstice Advanced Materials Inc.
SOLS
Shares Held
325K
Value
$15.79M
Nextpower Inc.
NXT
Shares Held
300K
Value
$26.13M
YETI Holdings, Inc.
YETI
Shares Held
300K
Value
$13.25M
RxSight, Inc.
RXST
Shares Held
255K
Value
$2.65M
Bill.com Holdings, Inc.
BILL
Shares Held
170K
Value
$9.27M
Capital One Financial Corporation
COF
Shares Held
132K
Value
$31.88M
Norfolk Southern Corporation
NSC
Shares Held
80K
Value
$23.10M
Performance Food Group Company
PFGC
Shares Held
60K
Value
$5.40M
CyberArk Software Ltd.
CYBR
Shares Held
25K
Value
$11.15M