One Fin Capital Management Lp Top Holdings and 13F Report (2021) About One Fin Capital Management LpInvestment ActivityOne Fin Capital Management Lp has $264.72 million in total holdings as of September 30, 2021.One Fin Capital Management Lp owns shares of 18 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 42.35% of the portfolio was purchased this quarter.About 51.28% 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 1 stock and completely divested from 9 stocks this quarter.Largest Holdings QXO INC $43,134,577Driven Brands $21,405,000Atlanta Braves $20,160,332SMURFIT WESTROCK PLC $18,779,600Jacobs Solutions $17,278,800 Largest New Holdings this Quarter QXO INC $43,134,577 HoldingSMURFIT WESTROCK PLC $18,779,600 HoldingJacobs Solutions $17,278,800 HoldingKnight-Swift Transportation $8,901,750 HoldingKellanova $8,071,000 Holding Largest Purchases this Quarter QXO INC 2,735,230 shares (about $43.13M)SMURFIT WESTROCK PLC 380,000 shares (about $18.78M)Jacobs Solutions 132,000 shares (about $17.28M)Knight-Swift Transportation 165,000 shares (about $8.90M)Kellanova 100,000 shares (about $8.07M) Largest Sales this Quarter Envestnet 20,000 shares (about $1.25M) 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 PortfolioSectorQXO INC$43,134,577$43,134,577 ▲New Holding2,735,23016.3%COM NEWDRVNDriven Brands$21,405,000$1,427,000 ▲7.1%1,500,0008.1%Auto/Tires/TrucksBATRKAtlanta Braves$20,160,3320.0%506,5417.6%Multi-Sector ConglomeratesSMURFIT WESTROCK PLC$18,779,600$18,779,600 ▲New Holding380,0007.1%SHSJJacobs Solutions$17,278,800$17,278,800 ▲New Holding132,0006.5%Business ServicesSWNSouthwestern Energy$17,064,0000.0%2,400,0006.4%Oils/EnergyENVEnvestnet$16,876,090$1,252,400 ▼-6.9%269,5006.4%Business ServicesDFSDiscover Financial Services$14,029,0000.0%100,0005.3%FinanceSEESealed Air$12,886,5000.0%355,0004.9%Industrial ProductsAGNCAGNC Investment$12,552,0000.0%1,200,0004.7%FinanceMQMarqeta$12,300,000$492,000 ▲4.2%2,500,0004.6%Business ServicesFWRDForward Air$11,887,7800.0%335,8134.5%TransportationLITHIUM AMERICAS ARGENTINA C$10,425,7130.0%13,500,0003.9%NOTE 1.750% 1/1GRAIL INC$8,944,000$3,990,400 ▲80.6%650,0003.4%COMKNXKnight-Swift Transportation$8,901,750$8,901,750 ▲New Holding165,0003.4%TransportationKKellanova$8,071,000$8,071,000 ▲New Holding100,0003.0%Consumer DiscretionaryLNTHLantheus$6,585,000$6,585,000 ▲New Holding60,0002.5%MedicalAZULAzul$3,440,000$3,440,000 ▲New Holding1,000,0001.3%TransportationEQIXEquinix$0$27,237,600 ▼-100.0%00.0%FinanceEQCEquity Commonwealth$0$23,280,000 ▼-100.0%00.0%FinanceSBUXStarbucks$0$22,187,250 ▼-100.0%00.0%Retail/WholesaleHESHess$0$17,053,312 ▼-100.0%00.0%Oils/EnergyKNFKnife River$0$15,430,800 ▼-100.0%00.0%ConstructionMASIMasimo$0$11,964,300 ▼-100.0%00.0%MedicalELANElanco Animal Health$0$9,740,250 ▼-100.0%00.0%MedicalAMEDAmedisys$0$4,590,000 ▼-100.0%00.0%MedicalWRKWestRock$0$3,015,600 ▼-100.0%00.0%Basic MaterialsShowing 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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