One Fin Capital Management LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 14Value: $204.9MLatest: 2025Q1

One Fin Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "HRI",
  "FWRD",
  "DRVN",
  "OMC",
  "ORCL",
  "INTC",
  "GRAL",
  "HSIC",
  null,
  "FDX",
  "CPRI",
  "DFS",
  "J"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 204852438
Accession Number: 0000935836-25-000379
Form Type: 13F-HR
CIK: one-fin-capital-management-lp
Manager Name: One-Fin-Capital-Management-Lp

Data Enrichment

93% identified

13 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $204.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Driven Brands Holdings Inc.

DRVN|26210V102

Shares:1.6M

Value:$27.3M

% of Portfolio:13.3% ($27.3M/$204.9M)

53680QAA6

Shares:—

Value:$24.4M

% of Portfolio:11.9% ($24.4M/$204.9M)

Capri Holdings Ltd

CPRI|G1890L107

Shares:1.2M

Value:$23.0M

% of Portfolio:11.2% ($23.0M/$204.9M)

GRAIL, Inc.

GRAL|384747101

Shares:750.0K

Value:$19.2M

% of Portfolio:9.4% ($19.2M/$204.9M)

FEDEX CORP

FDX|31428X106

Shares:74.0K

Value:$18.0M

% of Portfolio:8.8% ($18.0M/$204.9M)

INTEL CORP

INTC|458140100

Shares:720.0K

Value:$16.4M

% of Portfolio:8.0% ($16.4M/$204.9M)

OMNICOM GROUP INC.

OMC|681919106

Shares:171.3K

Value:$14.2M

% of Portfolio:6.9% ($14.2M/$204.9M)

Discover Financial Services

DFS|254709108

Shares:80.0K

Value:$13.7M

% of Portfolio:6.7% ($13.7M/$204.9M)

HENRY SCHEIN INC

HSIC|806407102

Shares:170.0K

Value:$11.6M

% of Portfolio:5.7% ($11.6M/$204.9M)

Accenture plc

ACN|G1151C101

Shares:35.0K

Value:$10.9M

% of Portfolio:5.3% ($10.9M/$204.9M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:70.0K

Value:$8.5M

% of Portfolio:4.1% ($8.5M/$204.9M)

FORWARD AIR CORP

FWRD|349853101

Shares:400.0K

Value:$8.0M

% of Portfolio:3.9% ($8.0M/$204.9M)

ORACLE CORP

ORCL|68389X105

Shares:37.5K

Value:$5.2M

% of Portfolio:2.6% ($5.2M/$204.9M)

HERC HOLDINGS INC

HRI|42704L104

Shares:33.5K

Value:$4.5M

% of Portfolio:2.2% ($4.5M/$204.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Driven Brands Holdings Inc.(DRVNcusip26210V102)	1.6M	QoQ +6.00% (+90.0K) YoY NEW(+1.6M)	All Managers (Combined)	$27.3M	13.3% ($27.3M/$204.9M)	QoQ +12.56% (+$3.0M) YoY NEW(+$27.3M)
(cusip53680QAA6)✕	—	QoQ - YoY -	All Managers (Combined)	$24.4M	11.9% ($24.4M/$204.9M)	QoQ +134.28% (+$14.0M) YoY +129.61% (+$13.8M)
Capri Holdings Ltd(CPRIcusipG1890L107)	1.2M	QoQ NEW(+1.2M) YoY NEW(+1.2M)	All Managers (Combined)	$23.0M	11.2% ($23.0M/$204.9M)	QoQ NEW(+$23.0M) YoY NEW(+$23.0M)
GRAIL, Inc.(GRALcusip384747101)	750.0K	QoQ 0.00% (+0) YoY NEW(+750.0K)	All Managers (Combined)	$19.2M	9.4% ($19.2M/$204.9M)	QoQ +43.08% (+$5.8M) YoY NEW(+$19.2M)
FEDEX CORP(FDXcusip31428X106)	74.0K	QoQ NEW(+74.0K) YoY NEW(+74.0K)	All Managers (Combined)	$18.0M	8.8% ($18.0M/$204.9M)	QoQ NEW(+$18.0M) YoY NEW(+$18.0M)
INTEL CORP(INTCcusip458140100)	720.0K	QoQ NEW(+720.0K) YoY NEW(+720.0K)	All Managers (Combined)	$16.4M	8.0% ($16.4M/$204.9M)	QoQ NEW(+$16.4M) YoY NEW(+$16.4M)
OMNICOM GROUP INC.(OMCcusip681919106)	171.3K	QoQ 0.00% (-0) YoY NEW(+171.3K)	All Managers (Combined)	$14.2M	6.9% ($14.2M/$204.9M)	QoQ -3.63% (-$536.2K) YoY NEW(+$14.2M)
Discover Financial Services(DFScusip254709108)	80.0K	QoQ -20.00% (-20.0K) YoY -20.00% (-20.0K)	All Managers (Combined)	$13.7M	6.7% ($13.7M/$204.9M)	QoQ -21.16% (-$3.7M) YoY +4.17% (-$547.0K)
HENRY SCHEIN INC(HSICcusip806407102)	170.0K	QoQ NEW(+170.0K) YoY NEW(+170.0K)	All Managers (Combined)	$11.6M	5.7% ($11.6M/$204.9M)	QoQ NEW(+$11.6M) YoY NEW(+$11.6M)
Accenture plc(ACNcusipG1151C101)	35.0K	QoQ NEW(+35.0K) YoY NEW(+35.0K)	All Managers (Combined)	$10.9M	5.3% ($10.9M/$204.9M)	QoQ NEW(+$10.9M) YoY NEW(+$10.9M)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	70.0K	QoQ -30.00% (-30.0K) YoY NEW(+70.0K)	All Managers (Combined)	$8.5M	4.1% ($8.5M/$204.9M)	QoQ -36.66% (-$4.9M) YoY NEW(+$8.5M)
FORWARD AIR CORP(FWRDcusip349853101)	400.0K	QoQ +19.11% (-64.2K) YoY NEW(+400.0K)	All Managers (Combined)	$8.0M	3.9% ($8.0M/$204.9M)	QoQ -25.79% (-$2.8M) YoY NEW(+$8.0M)
ORACLE CORP(ORCLcusip68389X105)	37.5K	QoQ NEW(+37.5K) YoY NEW(+37.5K)	All Managers (Combined)	$5.2M	2.6% ($5.2M/$204.9M)	QoQ NEW(+$5.2M) YoY NEW(+$5.2M)
HERC HOLDINGS INC(HRIcusip42704L104)	33.5K	QoQ NEW(+33.5K) YoY NEW(+33.5K)	All Managers (Combined)	$4.5M	2.2% ($4.5M/$204.9M)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)