One Fin Capital Management Lp Top Holdings and 13F Report (2021) About One Fin Capital Management LpInvestment ActivityOne Fin Capital Management Lp has $280.27 million in total holdings as of September 30, 2021.One Fin Capital Management Lp owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 26.44% of the portfolio was purchased this quarter.About 33.55% of the portfolio was sold this quarter.This quarter, One Fin Capital Management Lp has purchased 19 new stocks and bought additional shares in 3 stocks.One Fin Capital Management Lp sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Nextpower $36,165,000LITHIUM ARGENTINA AG $24,647,706Norfolk Southern $22,960,000NVIDIA $20,928,000Warner Bros. Discovery $20,869,600 Largest New Holdings this Quarter G3265R107 - APTIV PLC $15,624,000 Holding368736104 - Generac $13,087,110 Holding69331C108 - Pacific Gas & Electric $10,981,250 Holding72352L106 - Pinterest $10,820,600 Holding91324P102 - UnitedHealth Group $8,929,470 Holding Largest Purchases this Quarter APTIV PLC 225,000 shares (about $15.62M)Generac 67,000 shares (about $13.09M)Pacific Gas & Electric 625,000 shares (about $10.98M)Pinterest 590,000 shares (about $10.82M)UnitedHealth Group 33,000 shares (about $8.93M) Largest Sales this Quarter Capital One Financial 98,536 shares (about $17.98M)Driven Brands 1,140,000 shares (about $14.38M)SOLSTICE ADVANCED MATLS INC 135,000 shares (about $10.28M)Rocket Companies 130,000 shares (about $1.85M)YETI 32,900 shares (about $1.20M) 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$36,165,0000.0%300,00012.9%EnergyLITHIUM ARGENTINA AG$24,647,7060.0%25,525,0008.8%NOTE 1.750% 1/1NSCNorfolk Southern$22,960,0000.0%80,0008.2%TransportationNVDANVIDIA$20,928,0000.0%120,0007.5%Computer and TechnologyWBDWarner Bros. Discovery$20,869,600$3,707,100 â–²21.6%760,0007.4%Consumer DiscretionaryAMRIZE LTD$18,934,7600.0%338,0006.8%SHSRKTRocket Companies$17,100,000$1,852,500 â–¼-9.8%1,200,0006.1%FinanceAPTIV PLC$15,624,000$15,624,000 â–²New Holding225,0005.6%COM SHSSOLSTICE ADVANCED MATLS INC$14,470,400$10,281,600 â–¼-41.5%190,0005.2%COM SHSGNRCGenerac$13,087,110$13,087,110 â–²New Holding67,0004.7%IndustrialsPCGPacific Gas & Electric$10,981,250$10,981,250 â–²New Holding625,0003.9%UtilitiesPINSPinterest$10,820,600$10,820,600 â–²New Holding590,0003.9%Computer and TechnologyYETIYETI$9,773,189$1,203,811 â–¼-11.0%267,1003.5%Consumer DiscretionaryPERCEPTIVE CAP SOLUTIONS COR$9,252,998$4,461,905 â–²93.1%843,4823.3%CL A ORD SHSUNHUnitedHealth Group$8,929,470$8,929,470 â–²New Holding33,0003.2%MedicalCRNCCerence$8,203,101$3,659,901 â–²80.6%1,300,0162.9%Computer and TechnologyDRVNDriven Brands$6,305,000$14,375,400 â–¼-69.5%500,0002.2%Retail/WholesaleCOFCapital One Financial$6,020,190$17,975,922 â–¼-74.9%33,0002.1%FinancePRIMO BRANDS CORPORATION$2,824,500$2,824,500 â–²New Holding150,0001.0%CLASS A COM SHSJELDJELD-WEN$2,370,935$109,065 â–¼-4.4%1,912,0440.8%ConstructionCPRTCopart$0$19,770,750 â–¼-100.0%00.0%Business ServicesCYBRCyberArk Software$0$11,151,500 â–¼-100.0%00.0%Computer and TechnologyBILLBILL$0$9,271,800 â–¼-100.0%00.0%Computer and TechnologyPFGCPerformance Food Group$0$5,395,200 â–¼-100.0%00.0%Retail/WholesaleRXSTRxSight$0$2,652,755 â–¼-100.0%00.0%MedicalShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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