§ 13F · FUND PROFILE
Forest Avenue Capital Management LP.
AUM · $2.4B (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$714M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VST | VISTRA CORP | 1.53M | $243M | 10.2% | +18% |
| 2 | VIK | VIKING HOLDINGS LTD | 1.58M | $166M | 7.0% | −22% |
| 3 | MAIR | MADISON AIR SOLUTIONS CORP | 4.06M | $158M | 6.7% | NEW |
| 4 | DPC | DPC HOLDINGS PLC | 2.93M | $144M | 6.0% | NEW |
| 5 | WWD | WOODWARD INC | 332K | $141M | 5.9% | +50% |
| 6 | ECG | EVERUS CONSTR GROUP | 827K | $137M | 5.8% | +16% |
| 7 | LGN | LEGENCE CORP | 1.55M | $132M | 5.5% | NEW |
| 8 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 6.15M | $130M | 5.5% | +212% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 258K | $123M | 5.2% | NEW |
| 10 | MTZ | MASTEC INC | 249K | $103M | 4.3% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOREST SIGNAL
AC read
Forest Avenue Capital Management LP is a Other fund managing $2.4 billion in assets. The fund runs a focused portfolio of just 24 positions.
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