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MayKao Y. Manisone

@One Fin Capital Management Lp

Latest period2024 - Q3ReportedManaged Assets$264.721MTotal holdings18
Assets growth rate-5.03%Assets growth rate (2-Q avg)-4.93%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in One Fin Capital Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of One Fin Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 264.721M in assets, with a quarterly growth rate of -5.03% and a 2-quarter average growth rate of -4.93%. The portfolio is managed by MayKao Y. Manisone, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QXOQxo Inc
Recent Activity
New Position
16.3%
$43.135M
2.735M shares@ $15.77 avg price
DRVNDriven Brands Hldgs Inc
Recent Activity
Increased 7.15%
8.09%
$21.405M
1.5M shares@ $14.27 avg price
BATRKAtlanta Braves Hldgs Inc
Recent Activity
7.62%
$20.16M
506,541 shares@ $39.81 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
7.1%
$18.78M
380,000 shares@ $49.42 avg price
JJacobs Solutions Inc
Recent Activity
New Position
6.53%
$17.279M
132,000 shares@ $130.9 avg price
SWNSouthwestern Energy Co
Recent Activity
6.45%
$17.064M
2.4M shares@ $7.11 avg price
ENVEnvestnet Inc
Recent Activity
Decreased -6.9%
6.38%
$16.876M
269,500 shares@ $62.62 avg price
DFSDiscover Finl Svcs
Recent Activity
5.3%
$14.029M
100,000 shares@ $140.29 avg price
SEESealed Air Corp New
Recent Activity
4.87%
$12.887M
355,000 shares@ $36.3 avg price
AGNCAgnc Invt Corp
Recent Activity
4.75%
$12.552M
1.2M shares@ $10.46 avg price