One Fin Capital Management LP
Top Portfolio Positions
19 positions ·
$264,873,097 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NXT |
Nextpower Inc.
Technology
|
300,000 | $36,165,000 | 13.65% | |
| NSC |
Norfolk Southern Corp
Industrials
|
80,000 | $22,960,000 | 8.67% | |
| NVDA |
Nvidia Corp
Technology
|
120,000 | $20,928,000 | 7.90% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
760,000 | $20,869,600 | 7.88% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
338,000 | $18,934,760 | 7.15% | |
| PCSC |
Perceptive Capital Solutions Corp
Financial Services
|
1,686,964 | $18,505,994 | 6.99% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
1,200,000 | $17,100,000 | 6.46% | |
| APTV |
Aptiv PLC
Consumer Cyclical
|
225,000 | $15,624,000 | 5.90% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
190,000 | $14,470,400 | 5.46% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
67,000 | $13,087,110 | 4.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMRZ
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,934,760 | 338,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,279,040 | 338,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,838,500 | 450,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,563,250 | 415,000 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||