One Fin Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$295.8B
Holdings
18
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GRALGRAIL INC | 700,000 | $36.0B | 12.17% | |
| 2 | FDXFEDEX CORP | 128,500 | $29.2B | 9.87% | |
| 3 | COFCAPITAL ONE FINL CORP | 131,536 | $28.0B | 9.46% | |
| 4 | DRVNDRIVEN BRANDS HLDGS INC | 1,590,000 | $27.9B | 9.44% | |
| 5 | LARCN 1.75 01/15/27LITHIUM ARGENTINA AG | 29,500,000 | $24.7B | 8.34% | |
| 6 | AMRZAMRIZE LTD | 415,000 | $20.6B | 6.95% | |
| 7 | 07WAMR COOPER GROUP INC | 135,000 | $20.1B | 6.81% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 108,000 | $15.3B | 5.18% | |
| 9 | SKAASKECHERS U S A INC | 200,000 | $12.6B | 4.27% | |
| 10 | HSICHENRY SCHEIN INC | 170,000 | $12.4B | 4.20% | |
| 11 | INTCINTEL CORP | 550,000 | $12.3B | 4.16% | |
| 12 | RITMRITHM CAPITAL CORP | 1,050,000 | $11.9B | 4.01% | |
| 13 | CPRICAPRI HOLDINGS LIMITED | 600,000 | $10.6B | 3.59% | |
| 14 | FWRDFORWARD AIR CORP | 335,000 | $8.2B | 2.78% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 24,000 | $7.5B | 2.53% | |
| 16 | WBDWARNER BROS DISCOVERY INC | 625,000 | $7.2B | 2.42% | |
| 17 | APTVAPTIV PLC | 100,000 | $6.8B | 2.31% | |
| 18 | AFRMAFFIRM HLDGS INC | 65,000 | $4.5B | 1.52% |