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One Fin Capital Management LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
15
-6
New Purchases
0
Added To
0
Closed
15
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 9 $0 0%
Mid Cap 3 $0 0%
Small Cap 1 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$27.0B
Median Market Cap
$14.7B
Avg P/E
47.2
Median P/E
33.1
Avg Dividend Yield
0.00%
Avg Beta
1.39
# Stocks
15
# ETFs / Funds
0

Top Holdings (15 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 YETI —% -$13M -300,000 -100.0% SOLD
2 PFGC —% -$5M -60,000 -100.0% SOLD
3 JELD —% -$5M -2,000,000 -100.0% SOLD
4 NSC —% -$23M -80,000 -100.0% SOLD
5 RKT —% -$26M -1,330,000 -100.0% SOLD
6 BILL —% -$9M -170,000 -100.0% SOLD
7 COF —% -$32M -131,536 -100.0% SOLD
8 DRVN —% -$24M -1,640,000 -100.0% SOLD
9 CPRT —% -$20M -505,000 -100.0% SOLD
10 CRNC —% -$8M -720,000 -100.0% SOLD
11 SOLS —% -$16M -325,000 -100.0% SOLD
12 WBD —% -$18M -625,000 -100.0% SOLD
13 RXST —% -$3M -254,583 -100.0% SOLD
14 NXT —% -$26M -300,000 -100.0% SOLD
15 CYBR —% -$11M -25,000 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
NVDA $0 SOLD

Sold Out Positions

SymbolValue% Port
YETI —%
PFGC —%
JELD —%
NSC —%
RKT —%
BILL —%
COF —%
DRVN —%
CPRT —%
CRNC —%
SOLS —%
WBD —%
RXST —%
NXT —%
CYBR —%
View SEC EDGAR Filings for One Fin Capital Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms