One Fin Capital Management LP Portfolio Holdings by Sector

One Fin Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$21,405 14.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy SWN 1 stocks	$17,064 11.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ENV 1 stocks	$16,876 11.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services DFS 1 stocks	$14,029 9.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical SEE 1 stocks	$12,886 8.83% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC 1 stocks	$12,552 8.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MQ 1 stocks	$12,300 8.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FWRD 1 stocks	$11,887 8.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Trucking \| Industrials KNX 1 stocks	$8,901 6.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive K 1 stocks	$8,070 5.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare LNTH 1 stocks	$6,585 4.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials AZUL 1 stocks	$3,440 2.36% of portfolio	1	-	1	-	0 Calls 0 Puts

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