Nut Tree Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Nut Tree Capital Management, LP disclosed 4 US equity positions worth $245.3m in its Q1 2026 13F filing. The largest position was GRUPO AEROMEXICO SAB DE CV at 36.5% of the reported book, followed by AVAH and BRSP.
What did Nut Tree Capital Management, LP own in Q1 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GRUPO AEROMEXICO SAB DE CV | 36.5% | $89.6m | 6,392,821 | – | ||
| 2 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 33.9% | $83.2m | 12,922,649 | – | |
| 3 | BRSP BRIGHTSPIRE CAPITAL INC | 25.1% | $61.6m | 10,993,946 | – | ||
| 4 | VISN VISTANCE NETWORKS INC | Technology | 4.5% | $10.9m | 600,000 | – |
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.