ONE FIN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JELD | 1.91M | $2.37M |
 | CRNC | 1.30M | $8.20M |
 | RKT | 1.20M | $17.10M |
 | PCSC | 843K | $9.25M |
 | WBD | 760K | $20.87M |
 | PCG | 625K | $10.98M |
 | PINS | 590K | $10.82M |
 | DRVN | 500K | $6.30M |
 | AMRZ | 338K | $18.93M |
 | NXT | 300K | $36.16M |
 | YETI | 267K | $9.77M |
 | APTV | 225K | $15.62M |
 | SOLS | 190K | $14.47M |
 | PRMB | 150K | $2.82M |
 | NSC | 80K | $22.96M |
 | GNRC | 67K | $13.09M |
 | COF | 33K | $6.02M |
 | UNH | 33K | $8.93M |
JELD-WEN Holding, Inc.
JELD
Shares Held
1.91M
Value
$2.37M
Cerence Inc.
CRNC
Shares Held
1.30M
Value
$8.20M
Rocket Companies, Inc.
RKT
Shares Held
1.20M
Value
$17.10M
Perceptive Capital Solutions Corp Class A Ordinary Shares
PCSC
Shares Held
843K
Value
$9.25M
Warner Bros. Discovery, Inc.
WBD
Shares Held
760K
Value
$20.87M
PG&E Corporation
PCG
Shares Held
625K
Value
$10.98M
Pinterest, Inc.
PINS
Shares Held
590K
Value
$10.82M
Driven Brands Holdings Inc.
DRVN
Shares Held
500K
Value
$6.30M
Amrize Ltd
AMRZ
Shares Held
338K
Value
$18.93M
Nextpower Inc.
NXT
Shares Held
300K
Value
$36.16M
YETI Holdings, Inc.
YETI
Shares Held
267K
Value
$9.77M
Aptiv PLC
APTV
Shares Held
225K
Value
$15.62M
Solstice Advanced Materials Inc.
SOLS
Shares Held
190K
Value
$14.47M
Primo Brands Corporation
PRMB
Shares Held
150K
Value
$2.82M
Norfolk Southern Corporation
NSC
Shares Held
80K
Value
$22.96M
Generac Holdings Inc.
GNRC
Shares Held
67K
Value
$13.09M
Capital One Financial Corporation
COF
Shares Held
33K
Value
$6.02M
UnitedHealth Group Incorporated
UNH
Shares Held
33K
Value
$8.93M