One Fin Capital Management LP

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    19

  • Value ($000)

    $308,809

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
COF

CAPITAL ONE FINL CORP

COM
$31.88M
10 %

131,536

---

NEXTPOWER INC

CLASS A COM
$26.13M
9 %

300,000

RKT

ROCKET COS INC

COM CL A
$25.75M
8 %

1,330,000

DRVN

DRIVEN BRANDS HLDGS INC

COM
$24.3M
8 %

1,640,000

LACCN 1.75 01/15/27

LITHIUM ARGENTINA AG

NOTE 1.750% 1/1
$23.39M
8 %

25,525,000

---

NORFOLK SOUTHN CORP

COM
$23.1M
8 %

80,000

NVDA

NVIDIA CORPORATION

COM
$22.38M
7 %

120,000

put
CPRT

COPART INC

COM
$19.77M
6 %

505,000

---

AMRIZE LTD

SHS
$18.28M
6 %

338,000

WBD

WARNER BROS DISCOVERY INC

COM SER A
$18.01M
6 %

625,000

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