One Fin Capital Management Lp Top Holdings and 13F Report (2021) About One Fin Capital Management LpInvestment ActivityOne Fin Capital Management Lp has $295.83 million in total holdings as of September 30, 2021.One Fin Capital Management Lp owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 52.42% of the portfolio was purchased this quarter.About 27.51% of the portfolio was sold this quarter.This quarter, One Fin Capital Management Lp has purchased 14 new stocks and bought additional shares in 1 stock.One Fin Capital Management Lp sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings GRAIL INC $35,994,000FedEx $29,209,335Capital One Financial $27,985,599Driven Brands $27,920,400LITHIUM ARGENTINA AG $24,669,375 Largest New Holdings this Quarter 14040H105 - Capital One Financial $27,985,599 HoldingH2927K103 - AMRIZE LTD $20,563,250 Holding62482R107 - Mr. Cooper Group $20,143,350 Holding007903107 - Advanced Micro Devices $15,325,200 Holding830566105 - Skechers U.S.A. $12,620,000 Holding Largest Purchases this Quarter Capital One Financial 131,536 shares (about $27.99M)AMRIZE LTD 415,000 shares (about $20.56M)Mr. Cooper Group 135,000 shares (about $20.14M)Advanced Micro Devices 108,000 shares (about $15.33M)Skechers U.S.A. 200,000 shares (about $12.62M) Largest Sales this Quarter Capri 565,000 shares (about $10.00M)Intel 170,000 shares (about $3.81M)GRAIL INC 50,000 shares (about $2.57M) 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 PortfolioSectorGRAIL INC$35,994,000$2,571,000 ▼-6.7%700,00012.2%COMFDXFedEx$29,209,335$12,388,395 ▲73.6%128,5009.9%TransportationCOFCapital One Financial$27,985,599$27,985,599 ▲New Holding131,5369.5%FinanceDRVNDriven Brands$27,920,4000.0%1,590,0009.4%Retail/WholesaleLITHIUM ARGENTINA AG$24,669,3750.0%29,500,0008.3%NOTE 1.750% 1/1AMRIZE LTD$20,563,250$20,563,250 ▲New Holding415,0007.0%SHSCOOPMr. Cooper Group$20,143,350$20,143,350 ▲New Holding135,0006.8%FinanceAMDAdvanced Micro Devices$15,325,200$15,325,200 ▲New Holding108,0005.2%Computer and TechnologySKXSkechers U.S.A.$12,620,000$12,620,000 ▲New Holding200,0004.3%Consumer DiscretionaryHSICHenry Schein$12,418,5000.0%170,0004.2%MedicalINTCIntel$12,320,000$3,808,000 ▼-23.6%550,0004.2%Computer and TechnologyRITMRithm Capital$11,854,500$11,854,500 ▲New Holding1,050,0004.0%FinanceCPRICapri$10,620,000$10,000,500 ▼-48.5%600,0003.6%Retail/WholesaleFORWARD AIR CORP$8,220,900$8,220,900 ▲New Holding335,0002.8%COMUNHUnitedHealth Group$7,487,280$7,487,280 ▲New Holding24,0002.5%MedicalWBDWarner Bros. Discovery$7,162,500$7,162,500 ▲New Holding625,0002.4%Consumer DiscretionaryAPTIV PLC$6,822,000$6,822,000 ▲New Holding100,0002.3%COM SHSAFRMAffirm$4,494,100$4,494,100 ▲New Holding65,0001.5%Computer and TechnologyOMCOmnicom Group$0$14,202,400 ▼-100.0%00.0%Business ServicesDFSDiscover Financial Services$0$13,656,000 ▼-100.0%00.0%FinanceACNAccenture$0$10,921,400 ▼-100.0%00.0%Computer and TechnologyJJacobs Solutions$0$8,462,300 ▼-100.0%00.0%Business ServicesFWRDForward Air$0$8,036,000 ▼-100.0%00.0%TransportationORCLOracle$0$5,242,875 ▼-100.0%00.0%Computer and TechnologyHRIHerc$0$4,492,943 ▼-100.0%00.0%TransportationShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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