One Fin Capital Management LP

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    20

  • Value ($000)

    $304,058

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001753875
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
COOP
COOP

MR COOPER GROUP INC

COM
$31.62 M
10 %

150,000

---

NEXTRACKER INC

CLASS A COM
$31.08 M
10 %

420,000

COF
COF

CAPITAL ONE FINL CORP

COM
$27.96 M
9 %

131,536

DRVN
DRVN

DRIVEN BRANDS HLDGS INC

COM
$25.61 M
8 %

1,590,000

PFGC
PFGC

PERFORMANCE FOOD GROUP CO

COM
$22.47 M
7 %

216,000

---

GRAIL INC

COM
$22.47 M
7 %

380,000

---

AMRIZE LTD

SHS
$21.84 M
7 %

450,000

LACCN 1.75 01/15/27
LACCN 1.75 01/15/27

LITHIUM ARGENTINA AG

NOTE 1.750% 1/1
$15.93 M
5 %

17,500,000

TECK/B
TECK/B

TECK RESOURCES LTD

CL B
$13.17 M
4 %

300,000

WBD
WBD

WARNER BROS DISCOVERY INC

COM SER A
$12.21 M
4 %

625,000

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