13F Filings History of One Fin Capital Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$286,429,034
Signature - Title
MayKao Y. Manisone - Chief Financial Officer, Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by One Fin Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. One Fin Capital Management LP reported 18 stock holdings with total value $286,429,034 as of Q4 2025. Top holdings included COF, NXT, RKT, DRVN, and LITHIUM ARGENTINA AG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 18 $286,429,034 +$105,782,169 -$119,085,973 -$13,303,804 COF, NXT, RKT, DRVN, LITHIUM ARGENTINA AG 13F-HR 17 Feb 2026, 16:03
Q3 2025 18 $284,390,688 +$131,616,615 -$161,233,415 -$29,616,800 COOP, NXT, COF, DRVN, PFGC 13F-HR 14 Nov 2025, 16:08
Q2 2025 18 $295,830,289 +$155,067,074 -$81,393,418 +$73,673,656 GRAL, FDX, COF, DRVN, LITHIUM ARGENTINA AG 13F-HR 14 Aug 2025, 16:17
Q1 2025 14 $204,852,438 +$105,749,005 -$134,081,139 -$28,332,134 DRVN, LITHIUM ARGENTINA AG, CPRI, GRAL, FDX 13F-HR 15 May 2025, 16:09
Q4 2024 18 $231,310,774 +$69,429,001 -$105,423,792 -$35,994,791 NBIS, DRVN, QXO, DFS, OMC 13F-HR 14 Feb 2025, 15:49
Q3 2024 18 $264,721,142 +$112,100,127 -$108,513,912 +$3,586,215 QXO, DRVN, BATRK, SW, J 13F-HR 14 Nov 2024, 15:36
Q2 2024 19 $251,518,074 +$107,927,580 -$143,441,207 -$35,513,627 EQC, SBUX, BATRK, ENV, DRVN 13F-HR 14 Aug 2024, 16:04
Q1 2024 25 $292,900,077 +$111,179,806 -$90,474,032 +$20,705,774 PXD, KNF, BATRK, LSXMA, HES 13F-HR 15 May 2024, 16:16
Q4 2023 21 $262,453,124 +$116,959,608 -$118,416,745 -$1,457,137 PCG, SPLK, BATRK, PXD, LSXMA 13F-HR 14 Feb 2024, 16:03
Q3 2023 22 $246,616,712 +$99,778,108 -$81,445,142 +$18,332,966 DEN, SGEN, ACI, BATRK, PCG 13F-HR 14 Nov 2023, 16:03
Q2 2023 23 $230,367,344 +$108,812,322 -$129,600,120 -$20,787,798 OPCH, PCG, ROG, BATRK, LSXMA 13F-HR 14 Aug 2023, 16:09
Q1 2023 25 $252,849,498 +$140,540,478 -$109,385,534 +$31,154,944 TXNM, CTLT, ROG, XYL, BATRK 13F-HR 15 May 2023, 16:02
Q4 2022 20 $219,202,465 +$85,630,896 -$128,671,548 -$43,040,652 TXNM, STET, LSXMA, ATVI, CEG 13F-HR 14 Feb 2023, 16:06
Q3 2022 28 $257,219,000 +$96,619,093 -$114,806,848 -$18,187,755 CEG, STET, AIZ, LSXMA, BLDR Restatement 16 Nov 2022, 12:20
Q2 2022 27 $274,187,000 +$149,733,500 -$100,173,921 +$49,559,579 CEG, VMW, AIZ, GFI, STET 13F-HR 15 Aug 2022, 17:03
Q1 2022 23 $241,732,000 +$100,384,066 -$84,340,973 +$16,043,093 AIZ, CEG, STETU, BLDR, CNH 13F-HR 16 May 2022, 16:40
Q4 2021 20 $240,028,000 +$127,543,267 -$117,921,000 +$9,622,267 BLDR, AIZ, EXC, STETU, CNH 13F-HR 14 Feb 2022, 10:44
Q3 2021 21 $215,786,000 +$48,429,420 -$86,357,826 -$37,928,406 XEC, AIZ, BLDR, GOLAR LNG LTD, WBT 13F-HR 15 Nov 2021, 16:48
Q2 2021 25 $253,300,000 +$60,124,223 -$76,609,510 -$16,485,287 AIZ, XEC, GOLAR LNG LTD, AMRSQ, ENS 13F-HR 16 Aug 2021, 16:32
Q1 2021 26 $260,191,000 +$108,419,806 -$92,751,671 +$15,668,135 WFC, AMRSQ, AIZ, FPRX, GOLAR LNG LTD 13F-HR 17 May 2021, 16:24
Q4 2020 20 $215,227,000 +$130,050,000 -$86,371,797 +$43,678,203 WTW, ELAN, AIZ, WFC, ENS 13F-HR 16 Feb 2021, 16:12
Q3 2020 18 $156,073,000 +$74,491,241 -$64,556,992 +$9,934,249 BMCH, AIZ, ENS, ETFC, DNB 13F-HR 16 Nov 2020, 16:07
Q2 2020 18 $133,882,000 +$75,641,424 -$84,154,000 -$8,512,576 EVRG, ENS, IBKC, AIZ, ETFC 13F-HR 14 Aug 2020, 16:39
Q1 2020 20 $132,053,000 +$78,818,158 -$104,555,232 -$25,737,074 AGN, UTX, V, ENS, IBKC 13F-HR 15 May 2020, 13:30
Q4 2019 21 $183,602,000 +$114,981,302 -$115,359,270 -$377,968 UTX, TIF, INXN, ENS, BATRK 13F-HR 14 Feb 2020, 16:16
Q3 2019 24 $178,030,000 +$89,995,965 -$93,937,540 -$3,941,575 CELG, UTX, STI, FTDR, POST 13F-HR 14 Nov 2019, 16:30
Q2 2019 21 $179,881,000 +$69,303,291 -$43,196,161 +$26,107,130 WP, FTDR, FDC, ELAN, RHT 13F-HR 14 Aug 2019, 16:09
Q1 2019 20 $148,231,000 +$89,397,041 -$42,467,944 +$46,929,097 FDC, WP, FTDR, SEE, RHT 13F-HR 15 May 2019, 16:13
Q4 2018 15 $93,095,000 $0 $0 $0 FOXA, RHT, SEE, COT, BATRK 13F-HR 14 Feb 2019, 16:34