One Fin Capital Management Lp Top Holdings and 13F Report (2021) About One Fin Capital Management LpInvestment ActivityOne Fin Capital Management Lp has $309.77 million in total holdings as of September 30, 2021.One Fin Capital Management Lp owns shares of 23 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 37.46% of the portfolio was purchased this quarter.About 36.39% of the portfolio was sold this quarter.This quarter, One Fin Capital Management Lp has purchased 20 new stocks and bought additional shares in 3 stocks.One Fin Capital Management Lp sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings Nextpower $35,742,000Driven Brands $24,395,000NVIDIA $24,010,800SOLSTICE ADVANCED MATLS INC $16,834,000Warner Bros. Discovery $16,662,500 Largest New Holdings this Quarter N72482156 - QIAGEN NV $15,640,000 HoldingG9600F104 - VERSIGENT PLC $12,813,050 Holding197641103 - Columbia Financial $12,307,600 Holding629377508 - NRG Energy $11,246,620 Holding438516205 - HONEYWELL INTL INC $10,411,350 Holding Largest Purchases this Quarter Driven Brands 1,250,000 shares (about $17.43M)QIAGEN NV 400,000 shares (about $15.64M)VERSIGENT PLC 305,000 shares (about $12.81M)Columbia Financial 580,000 shares (about $12.31M)NRG Energy 77,000 shares (about $11.25M) Largest Sales this Quarter Norfolk Southern 32,500 shares (about $10.22M)Rocket Companies 460,000 shares (about $7.25M)Warner Bros. Discovery 135,000 shares (about $3.60M) 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 PortfolioSectorNXTNextpower$35,742,0000.0%300,00011.5%IndustrialsDRVNDriven Brands$24,395,000$17,425,000 â–²250.0%1,750,0007.9%Consumer DiscretionaryNVDANVIDIA$24,010,8000.0%120,0007.8%TechnologySOLSTICE ADVANCED MATLS INC$16,834,0000.0%190,0005.4%COM SHSWBDWarner Bros. Discovery$16,662,500$3,599,100 â–¼-17.8%625,0005.4%Communication ServicesCRNCCerence$16,187,600$1,471,419 â–²10.0%1,430,0005.2%TechnologyQIAGEN NV$15,640,000$15,640,000 â–²New Holding400,0005.0%ORD SHARESNSCNorfolk Southern$14,943,025$10,224,175 â–¼-40.6%47,5004.8%IndustrialsUNHUnitedHealth Group$13,715,7900.0%33,0004.4%HealthcareYETIYETI$13,237,4760.0%267,1004.3%Consumer DiscretionaryVERSIGENT PLC$12,813,050$12,813,050 â–²New Holding305,0004.1%ORDINARY SHARESPINSPinterest$12,407,7000.0%590,0004.0%Communication ServicesCLBKColumbia Financial$12,307,600$12,307,600 â–²New Holding580,0004.0%FinanceRKTRocket Companies$11,655,000$7,245,000 â–¼-38.3%740,0003.8%FinanceNRGNRG Energy$11,246,620$11,246,620 â–²New Holding77,0003.6%UtilitiesHONEYWELL INTL INC$10,411,350$10,411,350 â–²New Holding46,5003.4%COMHONEYWELL AEROSPACE INC$10,280,220$10,280,220 â–²New Holding46,5003.3%COMENVIRI CORP$9,999,388$9,999,388 â–²New Holding455,5533.2%COMPERCEPTIVE CAP SOLUTIONS COR$9,177,0840.0%843,4823.0%CL A ORD SHSPRIMO BRANDS CORPORATION$6,721,000$3,055,000 â–²83.3%275,0002.2%CLASS A COM SHSCPRICapri$5,199,600$5,199,600 â–²New Holding280,0001.7%Consumer DiscretionaryACNAccenture$4,604,280$4,604,280 â–²New Holding37,0001.5%TechnologyZZillow Group$1,576,000$1,576,000 â–²New Holding50,0000.5%Communication ServicesLITHIUM ARGENTINA AG$0$24,647,706 â–¼-100.0%00.0%NOTE 1.750% 1/1AMRIZE LTD$0$18,934,760 â–¼-100.0%00.0%SHSAPTIV PLC$0$15,624,000 â–¼-100.0%00.0%COM SHSGNRCGenerac$0$13,087,110 â–¼-100.0%00.0%IndustrialsPCGPacific Gas & Electric$0$10,981,250 â–¼-100.0%00.0%UtilitiesCOFCapital One Financial$0$6,020,190 â–¼-100.0%00.0%FinanceJELDJELD-WEN$0$2,370,935 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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