One Fin Capital Management LP
Top Portfolio Positions
19 positions ·
$255,620,100 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NXT |
Nextpower Inc.
Technology
|
300,000 | $36,165,000 | 14.15% |
| NSC |
Norfolk Southern Corp
Industrials
|
80,000 | $22,960,000 | 8.98% |
| NVDA |
Nvidia Corp
Technology
|
120,000 | $20,928,000 | 8.19% |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
760,000 | $20,869,600 | 8.16% |
| AMRZ |
Amrize Ltd
Basic Materials
|
338,000 | $18,934,760 | 7.41% |
| RKT |
Rocket Companies, Inc.
Financial Services
|
1,200,000 | $17,100,000 | 6.69% |
| APTV |
Aptiv PLC
Consumer Cyclical
|
225,000 | $15,624,000 | 6.11% |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
190,000 | $14,470,400 | 5.66% |
| GNRC |
Generac Holdings Inc.
Industrials
|
67,000 | $13,087,110 | 5.12% |
| PCG |
PG&E Corp
Utilities
|
625,000 | $10,981,250 | 4.30% |
Portfolio Trend
Holdings in PCSC
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,252,997 | 843,482 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,690,787 | 436,745 | Shares | Sole | 2026-02-17 | |
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