SEC 13F Intelligence

One Fin Capital Management LP / MIKUSD

One Fin Capital Management LP’s Michaels Cos Inc Position

Does One Fin Capital Management LP own Michaels Cos Inc (MIKUSD)? Not currently — the last reported position was 375.0K shares worth $4M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2020
Shares
375.0K
% of Portfolio
+2.32%
Quarters Held
2
position exited

Position History MIKUSD

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q3 ’20: $4MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020375.0K$4M+2.32%
Q1 2020700.0K$1M+0.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See One Fin Capital Management LP’s full portfolio or all institutional holders of MIKUSD.