Nut Tree Capital Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Nut Tree Capital Management, LP disclosed 8 US equity positions worth $433.4m in its Q3 2025 13F filing. The largest position was AVAH at 25.3% of the reported book, followed by CSTM and ECHOSTAR CORP. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 8 holdings.
What did Nut Tree Capital Management, LP own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 25.3% | $109.7m | 12,372,649 | 0% | held |
| 2 | CSTM CONSTELLIUM SE | Basic Materials | 17.9% | $77.6m | 5,213,900 | -8% | reduced |
| 3 | ECHOSTAR CORP | 14.7% | $63.5m | 25,798,707 | 0% | held | |
| 4 | BRSP BRIGHTSPIRE CAPITAL INC | 13.8% | $59.7m | 10,993,946 | 0% | held | |
| 5 | ECHO ECHOSTAR CORP | Communication Services | 13.2% | $57.3m | 750,000 | 0% | held |
| 6 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 12.5% | $54.0m | 2,000,000 | 0% | held |
| 7 | TSEOQ TRINSEO PLC | Basic Materials | 1.9% | $8.2m | 3,500,000 | 0% | held |
| 8 | BLCO BAUSCH PLUS LOMB CORP | 0.8% | $3.3m | 216,883 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.