One Fin Capital Management LP holds a focused book of 19 stocks worth $259.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Aptiv PLC and trimmed Rocket Cos Inc-Class A. Their largest long position is Nextpower Inc-CL A at 14% of the equity book. They also disclosed $20.9M in put options (a bearish bet), shown separately below and excluded from the equity book.
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Use Arkolith to show One Fin Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nextpower Inc CLASS A COM | $36.2M | 300.0K | 13.9% | —Held | |
| 2 | Lithium Argentina AG NOTE 1.750% 1/1 | $24.6M | 25.52M | 9.5% | —Held | |
| 3 | Norfolk Southn Corp COM | $23.0M | 80.0K | 8.9% | —Held | |
| 4 | Warner Bros Discovery Inc COM SER A | $20.9M | 760.0K | 8.0% | ▲+22% Added · +135K sh | |
| 5 | Amrize Ltd SHS | $18.9M | 338.0K | 7.3% | —Held | |
| 6 | Rocket Cos Inc COM CL A | $17.1M | 1.20M | 6.6% | ▼−9.8% Reduced · −130K sh | |
| 7 | Aptiv PLC COM SHS | $15.6M | 225.0K | 6.0% | ▲New New position | |
| 8 | Solstice Advanced Matls Inc COM SHS | $14.5M | 190.0K | 5.6% | ▼−42% Reduced · −135K sh | |
| 9 | Generac Hldgs Inc COM | $13.1M | 67.0K | 5.0% | ▲New New position | |
| 10 | PG&E Corp COM | $11.0M | 625.0K | 4.2% | ▲New New position | |
| 11 | Pinterest Inc CL A | $10.8M | 590.0K | 4.2% | ▲New New position | |
| 12 | Yeti Hldgs Inc COM | $9.8M | 267.1K | 3.8% | ▼−11% Reduced · −33K sh | |
| 13 | Perceptive Cap Solutions Cor CL A ORD SHS | $9.3M | 843.5K | 3.6% | ▲+93% Added · +407K sh | |
| 14 | Unitedhealth Group Inc COM | $8.9M | 33.0K | 3.4% | ▲New New position | |
| 15 | Cerence Inc COM | $8.2M | 1.30M | 3.2% | ▲+81% Added · +580K sh | |
| 16 | Driven Brands Hldgs Inc COM | $6.3M | 500.0K | 2.4% | ▼−70% Reduced · −1.1M sh | |
| 17 | Capital One Finl Corp COM | $6.0M | 33.0K | 2.3% | ▼−75% Reduced · −99K sh | |
| 18 | Primo Brands Corporation CLASS A COM SHS | $2.8M | 150.0K | 1.1% | ▲New New position | |
| 19 | Jeld-Wen Hldg Inc COM | $2.4M | 1.91M | 0.9% | ▼−4.4% Reduced · −88K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $20.9M | 120K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.