One Fin Capital Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$204.9B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DRVNDRIVEN BRANDS HLDGS INC | 1,590,000 | $27.3B | 13.30% | |
| 2 | LARCN 1.75 01/15/27LITHIUM ARGENTINA AG | 29,500,000 | $24.4B | 11.92% | |
| 3 | CPRICAPRI HOLDINGS LIMITED | 1,165,000 | $23.0B | 11.22% | |
| 4 | GRALGRAIL INC | 750,000 | $19.2B | 9.35% | |
| 5 | FDXFEDEX CORP | 74,000 | $18.0B | 8.81% | |
| 6 | INTCINTEL CORP | 720,000 | $16.4B | 7.98% | |
| 7 | OMCOMNICOM GROUP INC | 171,299 | $14.2B | 6.93% | |
| 8 | DFSEURDISCOVER FINL SVCS | 80,000 | $13.7B | 6.67% | |
| 9 | HSICHENRY SCHEIN INC | 170,000 | $11.6B | 5.68% | |
| 10 | ACNACCENTURE PLC IRELAND | 35,000 | $10.9B | 5.33% | |
| 11 | JJACOBS SOLUTIONS INC | 70,000 | $8.5B | 4.13% | |
| 12 | FWRDUSDFORWARD AIR CORP | 400,000 | $8.0B | 3.92% | |
| 13 | ORCLORACLE CORP | 37,500 | $5.2B | 2.56% | |
| 14 | HRIHERC HLDGS INC | 33,462 | $4.5B | 2.19% |