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One Fin Capital Management LP
Hedge Fund • Event Driven
One Fin Capital Management LP is an Event Driven Hedge Fund based in San Francisco, CA led by Maykao Yang Manisone, reporting $867.8M in AUM as of Q3 2025 with 84% concentrated in top 10 holdings.
CFOMaykao Yang Manisone
- Portfolio Value
- $263.5M
- Positions
- 16
- Top Holding
- COOP at 12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in One Fin Capital Management LP's portfolio (83.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Mortgages Financial Services | $31.6M | 12.00% | +$3.2M Bought | 0.23% 150.0K shares | |
Solar Energy | $31.1M | 11.79% | +$31.1M New | 0.28% 420.0K shares | |
Financial - Credit Services Financial Services | $28.0M | 10.61% | — | 0.02% 131.5K shares | |
Auto - Dealerships Consumer Cyclical | $25.6M | 9.72% | — | 0.97% 1.6M shares | |
Food Distribution Consumer Defensive | $22.5M | 8.53% | +$22.5M New | 0.14% 216.0K shares | |
Unknown Unknown | $22.5M | 8.53% | -$18.9M Sold | 1.05% 380.0K shares | |
Unknown Unknown | $21.8M | 8.29% | +$1.7M Bought | 0.08% 450.0K shares | |
Industrial Materials Basic Materials | $13.2M | 5.00% | +$13.2M Bought | 0.06% 300.0K shares | |
Entertainment Communication Services | $12.2M | 4.63% | — | 0.03% 625.0K shares | |
Software - Infrastructure Technology | $12.1M | 4.58% | +$12.1M New | 0.05% 25.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in One Fin Capital Management LP's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for One Fin Capital Management LP
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