One Fin Capital Management LP Portfolio Holdings by Sector

One Fin Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$29,209 14.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$27,985 14.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$27,920 14.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD INTC 2 stocks	$27,645 14.15% of portfolio	1	1	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$20,143 10.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical SKX 1 stocks	$12,620 6.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC 1 stocks	$12,418 6.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical CPRI 1 stocks	$10,620 5.44% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ 1 stocks	$7,612 3.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$7,487 3.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$7,162 3.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AFRM 1 stocks	$4,494 2.3% of portfolio	1	-	1	-	0 Calls 0 Puts

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