SEC 13F Intelligence

One Fin Capital Management LP / NLYEUR

One Fin Capital Management LP’s Annaly Mortgage Management Position

Does One Fin Capital Management LP own Annaly Mortgage Management (NLYEUR)? Not currently — the last reported position was 2.00M shares worth $12M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q2 2022
Shares
2.00M
% of Portfolio
+4.11%
Quarters Held
2
position exited

Position History NLYEUR

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’22: $12MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20222.00M$12M+4.11%
Q1 20201.40M$7M+5.38%

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 NLYEUR.