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Forest Avenue Capital Management LP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1944889) · Explore on the interactive board

Forest Avenue Capital Management LP disclosed 24 US equity positions worth $2.4bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is VST at 10.2% of the reported book, followed by VIK, MAIR. The top ten holdings are 62.1% of the book, and the portfolio behaves like about 19 equal-weight positions. Versus the prior filing it opened 7 new positions, added to 8, reduced 9 and exited 8. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$2.4bnreported US equity book
24positions
10.2%largest position
62.1%top 10 weight
18.78effective positions (1/HHI)
2quarters on file since Q1 2026

What does Forest Avenue Capital Management LP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 7 new, 8 added, 9 reduced, 8 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 VST VISTRA CORP Utilities 10.2%$243.4m1,534,281 18% added
2 VIK VIKING HOLDINGS LTD Consumer Cyclical 7.0%$165.7m1,582,676 -22% reduced
3 MAIR MADISON AIR SOLUTIONS CORP Industrials 6.7%$158.4m4,061,688 new
4 DPC DPC HOLDINGS PLC Industrials 6.0%$143.7m2,929,831 new
5 WWD WOODWARD INC Industrials 5.9%$141.3m332,039 50% added
6 ECG EVERUS CONSTR GROUP Industrials 5.8%$137.2m826,510 16% added
7 LGN LEGENCE CORP Industrials 5.5%$131.8m1,546,512 new
8 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 5.5%$129.9m6,153,171 212% added
9 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5.2%$123.2m257,965 new
10 MTZ MASTEC INC Industrials 4.3%$103.4m248,627 -8% reduced
11 RRX REGAL REXNORD CORPORATION Industrials 4.3%$101.9m427,925 79% added
12 SGI SOMNIGROUP INTERNATIONAL INC Consumer Cyclical 4.3%$101.6m1,296,142 28% added
13 CRS CARPENTER TECHNOLOGY CORP Industrials 4.3%$101.3m164,219 -56% reduced
14 CNM CORE & MAIN INC Industrials 3.6%$86.5m1,793,541 -1% reduced
15 WULF TERAWULF INC Financial Services 3.6%$84.6m3,423,682 74% added
16 QXO QXO INC Industrials 3.3%$79.2m4,585,678 -1% reduced
17 ALAB ASTERA LABS INC Technology 3.0%$72.1m149,320 new
18 DK DELEK US HLDGS INC NEW Energy 2.5%$60.4m1,188,057 82% added
19 NVDA NVIDIA CORPORATION Technology 2.5%$58.9m294,300 new
20 PARR PAR PAC HOLDINGS INC Energy 2.1%$49.8m887,546 -37% reduced
21 LEG LEGGETT & PLATT INC Consumer Cyclical 1.8%$43.0m3,672,672 -1% reduced
22 BTU PEABODY ENGR CORP Energy 1.6%$37.8m1,633,147 -1% reduced
23 BRKR BRUKER CORP Healthcare 1.1%$25.4m422,000 new
24 NOVONIX LIMITED 0.0%$547.3k1,189,771 -1% reduced

What did Forest Avenue Capital Management LP sell? Positions exited since the previous filing

StockPrior weightPrior value
LNG CHENIERE ENERGY INC18.5%$48.9m
AGX ARGAN INC15.3%$40.6m
CEG CONSTELLATION ENERGY CORP14.1%$37.3m
VG VENTURE GLOBAL INC12.1%$32.1m
AR ANTERO RESOURCES CORP12.0%$31.8m
HII HUNTINGTON INGALLS INDS INC11.9%$31.5m
HCC WARRIOR MET COAL INC10.1%$26.6m
CNR CORE NATURAL RESOURCES INC6.0%$15.9m

Sector mix

SectorWeight
Industrials49.8%
Consumer Cyclical18.5%
Technology10.7%
Utilities10.2%
Energy6.2%
Financial Services3.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202624$2.4bn
Q1 202625$1.6bn

How concentrated is Forest Avenue Capital Management LP's portfolio?

Across every quarter Forest Avenue Capital Management LP has filed, its median largest position is 11.3% of the book and its median top-ten weight is 65.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 8.0 completed holding spells, the median lasted 1.0 quarters; 24.0 positions are still open and their final length is unknown.