One Fin Capital Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$304.1B
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 07WAMR COOPER GROUP INC | 150,000 | $31.6B | 10.40% | |
| 2 | NXTNEXTRACKER INC | 420,000 | $31.1B | 10.22% | |
| 3 | COFCAPITAL ONE FINL CORP | 131,536 | $28.0B | 9.20% | |
| 4 | DRVNDRIVEN BRANDS HLDGS INC | 1,590,000 | $25.6B | 8.42% | |
| 5 | PFGCPERFORMANCE FOOD GROUP CO | 216,000 | $22.5B | 7.39% | |
| 6 | GRALGRAIL INC | 380,000 | $22.5B | 7.39% | |
| 7 | AMRZAMRIZE LTD | 450,000 | $21.8B | 7.18% | |
| 8 | LARCN 1.75 01/15/27LITHIUM ARGENTINA AG | 17,500,000 | $15.9B | 5.24% | |
| 9 | TECK/BTECK RESOURCES LTD | 300,000 | $13.2B | 4.33% | |
| 10 | WBDWARNER BROS DISCOVERY INC | 625,000 | $12.2B | 4.01% | |
| 11 | BLDRBUILDERS FIRSTSOURCE INC | 100,000 | $12.1B | 3.99% | Call |
| 12 | CYBRCYBERARK SOFTWARE LTD | 25,000 | $12.1B | 3.97% | |
| 13 | BILLBILL HOLDINGS INC | 220,000 | $11.7B | 3.83% | |
| 14 | YETIYETI HLDGS INC | 332,454 | $11.0B | 3.63% | |
| 15 | PBFPBF ENERGY INC | 250,000 | $7.5B | 2.48% | Call |
| 16 | CCCXCHURCHILL CAP CORP X | 500,000 | $6.4B | 2.11% | |
| 17 | CRNCCERENCE INC | 470,000 | $5.9B | 1.93% | |
| 18 | GDOTGREEN DOT CORP | 430,000 | $5.8B | 1.90% | |
| 19 | TONXTON STRATEGY CO | 700,000 | $4.9B | 1.62% | |
| 20 | RXSTRXSIGHT INC | 254,583 | $2.3B | 0.75% |