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Forest Avenue Capital Management LP
Q2 2026 13F filing
Updated 27 days ago24 disclosed positions worth $2.4B
Portfolio value
$2.4B
Total holdings
24
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VST VISTRA CORP | $243.4M | 1.53M | 10.22% | — |
| 2 | V VIK VIKING HOLDINGS LTD | $165.7M | 1.58M | 6.96% | — |
| 3 | M MAIR MADISON AIR SOLUTIONS CORP | $158.4M | 4.06M | 6.65% | — |
| 4 | D DPC DPC HOLDINGS PLC | $143.7M | 2.93M | 6.04% | — |
| 5 | W WWD WOODWARD INC | $141.3M | 332.0K | 5.93% | — |
| 6 | E ECG EVERUS CONSTR GROUP | $137.2M | 826.5K | 5.76% | — |
| 7 | L LGN LEGENCE CORP | $131.8M | 1.55M | 5.54% | — |
| 8 | N NCLH NORWEGIAN CRUISE LINE HLDGS | $129.9M | 6.15M | 5.46% | — |
| 9 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $123.2M | 258.0K | 5.17% | — |
| 10 | M MTZ MASTEC INC | $103.4M | 248.6K | 4.34% | — |
| 11 | R RRX REGAL REXNORD CORPORATION | $101.9M | 427.9K | 4.28% | — |
| 12 | S SGI SOMNIGROUP INTERNATIONAL INC | $101.6M | 1.30M | 4.27% | — |
| 13 | C CRS CARPENTER TECHNOLOGY CORP | $101.3M | 164.2K | 4.25% | — |
| 14 | C CNM CORE & MAIN INC | $86.5M | 1.79M | 3.63% | — |
| 15 | W WULF TERAWULF INC | $84.6M | 3.42M | 3.55% | — |
| 16 | ? N/A QXO INC | $79.2M | 4.59M | 3.33% | — |
| 17 | A ALAB ASTERA LABS INC | $72.1M | 149.3K | 3.03% | — |
| 18 | D DK DELEK US HLDGS INC NEW | $60.4M | 1.19M | 2.54% | — |
| 19 | N NVDA NVIDIA CORPORATION | $58.9M | 294.3K | 2.47% | — |
| 20 | P PARR PAR PAC HOLDINGS INC | $49.8M | 887.5K | 2.09% | — |
| 21 | L LEG LEGGETT & PLATT INC | $43M | 3.67M | 1.81% | — |
| 22 | B BTU PEABODY ENGR CORP | $37.8M | 1.63M | 1.59% | — |
| 23 | B BRKRP BRUKER CORP | $25.4M | 422.0K | 1.07% | — |
| 24 | N NVNXF NOVONIX LIMITED | $547K | 1.19M | 0.02% | — |