One Fin Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$308.8B
Holdings
19
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COFCAPITAL ONE FINL CORP | 131,536 | $31.9B | 10.32% | |
| 2 | NXTNEXTPOWER INC | 300,000 | $26.1B | 8.46% | |
| 3 | RKTROCKET COS INC | 1,330,000 | $25.7B | 8.34% | |
| 4 | DRVNDRIVEN BRANDS HLDGS INC | 1,640,000 | $24.3B | 7.87% | |
| 5 | LARCN 1.75 01/15/27LITHIUM ARGENTINA AG | 25,525,000 | $23.4B | 7.57% | |
| 6 | NSCNORFOLK SOUTHN CORP | 80,000 | $23.1B | 7.48% | |
| 7 | NVDANVIDIA CORPORATION | 120,000 | $22.4B | 7.25% | Put |
| 8 | CPRTCOPART INC | 505,000 | $19.8B | 6.40% | |
| 9 | AMRZAMRIZE LTD | 338,000 | $18.3B | 5.92% | |
| 10 | WBDWARNER BROS DISCOVERY INC | 625,000 | $18.0B | 5.83% | |
| 11 | SOLSSOLSTICE ADVANCED MATLS INC | 325,000 | $15.8B | 5.11% | |
| 12 | YETIYETI HLDGS INC | 300,000 | $13.3B | 4.29% | |
| 13 | CYBRCYBERARK SOFTWARE LTD | 25,000 | $11.2B | 3.61% | |
| 14 | BILLBILL HOLDINGS INC | 170,000 | $9.3B | 3.00% | |
| 15 | CRNCCERENCE INC | 720,000 | $7.7B | 2.49% | |
| 16 | —PERCEPTIVE CAP SOLUTIONS COR | 436,745 | $5.7B | 1.84% | |
| 17 | PFGCPERFORMANCE FOOD GROUP CO | 60,000 | $5.4B | 1.75% | |
| 18 | JELDJELD-WEN HLDG INC | 2,000,000 | $4.9B | 1.59% | |
| 19 | RXSTRXSIGHT INC | 254,583 | $2.7B | 0.86% |