§ 13F · FUND PROFILE
Nut Tree Capital Management, LP.
AUM · $419M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$175M 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 | AERO | GRUPO AEROMEXICO SAB DE CV | 6.49M | $117M | 27.9% | +2% |
| 2 | AVAH | AVEANNA HEALTHCARE HLDGS INC | 12.92M | $111M | 26.4% | ±0% |
| 3 | VSAT | VIASAT INC | 1.05M | $94M | 22.5% | NEW |
| 4 | ACN | ACCENTURE PLC IRELAND | 500K | $62M | 14.8% | NEW |
| 5 | SATS | ECHOSTAR CORP | 150K | $15M | 3.6% | NEW |
| 6 | BRSP | BRIGHTSPIRE CAPITAL INC | 1.94M | $11M | 2.5% | −82% |
| 7 | VISN | VISTANCE NETWORKS INC | 434K | $6M | 1.3% | −28% |
| 8 | CHTR | CHARTER COMMUNICATIONS INC | 26K | $4M | 0.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NUT SIGNAL
AC read
Nut Tree Capital Management, LP is a Other fund managing $419 million in assets. The fund runs a focused portfolio of just 8 positions.
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