One Fin Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$231.3B
Holdings
18
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NBISNEBIUS GROUP N.V. | 1,100,000 | $30.5B | 13.17% | |
| 2 | DRVNDRIVEN BRANDS HLDGS INC | 1,500,000 | $24.2B | 10.47% | |
| 3 | QXOQXO INC | 1,400,230 | $22.3B | 9.62% | |
| 4 | DFSEURDISCOVER FINL SVCS | 100,000 | $17.3B | 7.49% | |
| 5 | OMCOMNICOM GROUP INC | 171,299 | $14.7B | 6.37% | |
| 6 | GRALGRAIL INC | 750,000 | $13.4B | 5.79% | |
| 7 | JJACOBS SOLUTIONS INC | 100,000 | $13.4B | 5.78% | |
| 8 | SEESEALED AIR CORP NEW | 355,000 | $12.0B | 5.19% | |
| 9 | BATRAATLANTA BRAVES HLDGS INC | 312,611 | $12.0B | 5.17% | |
| 10 | FWRDUSDFORWARD AIR CORP | 335,813 | $10.8B | 4.68% | |
| 11 | LNTHLANTHEUS HLDGS INC | 120,000 | $10.7B | 4.64% | |
| 12 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 200,000 | $10.6B | 4.59% | |
| 13 | LARCN 1.75 01/15/27LITHIUM AMERICAS ARGENTINA C | 13,500,000 | $10.4B | 4.50% | |
| 14 | LBTYALIBERTY GLOBAL LTD | 770,000 | $9.8B | 4.25% | |
| 15 | KELKELLANOVA | 100,000 | $8.1B | 3.50% | |
| 16 | MQMARQETA INC | 1,500,000 | $5.7B | 2.46% | |
| 17 | WLFCWILLIS LEASE FIN CORP | 16,455 | $3.4B | 1.48% | |
| 18 | LBTYALIBERTY GLOBAL LTD | 150,000 | $2.0B | 0.85% |