One Fin Capital Management Lp Top Holdings and 13F Report (2021) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About One Fin Capital Management LpInvestment ActivityOne Fin Capital Management Lp has $292.90 million in total holdings as of September 30, 2021.One Fin Capital Management Lp owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 37.96% of the portfolio was purchased this quarter.About 30.89% of the portfolio was sold this quarter.This quarter, One Fin Capital Management Lp has purchased 21 new stocks and bought additional shares in 5 stocks.One Fin Capital Management Lp sold shares of 1 stock and completely divested from 7 stocks this quarter.Largest Holdings Pioneer Natural Resources $31,540,425Knife River $22,702,400Atlanta Braves $19,785,491The Liberty SiriusXM Group $18,770,400Hess $17,645,184 Largest New Holdings this Quarter Discover Financial Services $13,109,000 HoldingAGNC Investment $11,880,000 HoldingEndava $11,412,000 HoldingLITHIUM AMERICAS ARGENTINA C $10,631,250 HoldingCrown $9,669,720 Holding Largest Purchases this Quarter Discover Financial Services 100,000 shares (about $13.11M)AGNC Investment 1,200,000 shares (about $11.88M)Endava 300,000 shares (about $11.41M)LITHIUM AMERICAS ARGENTINA C 13,500,000 shares (about $10.63M)Pioneer Natural Resources 37,000 shares (about $9.71M) Largest Sales this Quarter Cytokinetics 27,700 shares (about $1.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOne Fin Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPXDPioneer Natural Resources$31,540,425$9,712,500 ▲44.5%120,15410.8%Oils/EnergyKNFKnife River$22,702,400$4,414,076 ▲24.1%280,0007.8%ConstructionBATRKAtlanta Braves$19,785,4910.0%506,5416.8%Multi-Sector ConglomeratesLSXMAThe Liberty SiriusXM Group$18,770,4000.0%632,0006.4%Consumer DiscretionaryHESHess$17,645,1840.0%115,6006.0%Oils/EnergyENVEnvestnet$16,764,9450.0%289,5005.7%Business ServicesNIKOLA CORP$16,601,4720.0%12,000,0005.7%NOTE 8.250%12/1EVTCEVERTEC$13,965,0000.0%350,0004.8%Business ServicesMQMarqeta$13,708,000$596,000 ▲4.5%2,300,0004.7%Business ServicesDFSDiscover Financial Services$13,109,000$13,109,000 ▲New Holding100,0004.5%FinanceAGNCAGNC Investment$11,880,000$11,880,000 ▲New Holding1,200,0004.1%FinanceDAVAEndava$11,412,000$11,412,000 ▲New Holding300,0003.9%Computer and TechnologyELANElanco Animal Health$10,989,000$4,314,200 ▲64.6%675,0003.8%MedicalSEESealed Air$10,788,000$930,000 ▲9.4%290,0003.7%Industrial ProductsLITHIUM AMERICAS ARGENTINA C$10,631,250$10,631,250 ▲New Holding13,500,0003.6%NOTE 1.750% 1/1CCKCrown$9,669,720$9,669,720 ▲New Holding122,0003.3%Industrial ProductsATMUAtmus Filtration Technologies$7,578,750$7,578,750 ▲New Holding235,0002.6%Industrial ProductsMDRXVeradigm$7,546,000$7,546,000 ▲New Holding980,0002.6%Business ServicesEQCEquity Commonwealth$5,664,000$5,664,000 ▲New Holding300,0001.9%FinanceDLRDigital Realty Trust$5,617,560$5,617,560 ▲New Holding39,0001.9%FinanceTSLATesla$4,394,750$4,394,750 ▲New Holding25,0001.5%Auto/Tires/TrucksCYTKCytokinetics$3,746,538$1,942,047 ▼-34.1%53,4381.3%MedicalABRArbor Realty Trust$3,710,000$3,710,000 ▲New Holding280,0001.3%FinanceANGIAngi$3,406,0000.0%1,300,0001.2%Computer and TechnologyDOMADoma$1,274,1920.0%280,6590.4%Business ServicesPCGPG&E$0$21,636,000 ▼-100.0%00.0%UtilitiesSPLKSplunk$0$21,374,705 ▼-100.0%00.0%Computer and TechnologyGTGoodyear Tire & Rubber$0$17,971,600 ▼-100.0%00.0%Auto/Tires/TrucksACIAlbertsons Companies$0$11,155,000 ▼-100.0%00.0%Consumer StaplesROGRogers$0$7,924,200 ▼-100.0%00.0%Computer and TechnologyPHINPHINIA$0$6,096,680 ▼-100.0%00.0%Auto/Tires/TrucksTOSTToast$0$2,373,800 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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