Nut Tree Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Nut Tree Capital Management, LP disclosed 8 US equity positions worth $419.0m in its Q2 2026 13F filing. The largest position was GRUPO AEROMEXICO SAB DE CV at 27.9% of the reported book, followed by AVAH and VSAT. Against the Q1 2026 filing, it opened 4 new positions, added to 1 and reduced 2 among the top 8 holdings.
What did Nut Tree Capital Management, LP own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GRUPO AEROMEXICO SAB DE CV | 27.9% | $116.9m | 6,492,821 | 2% | added | |
| 2 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 26.4% | $110.7m | 12,922,649 | 0% | held |
| 3 | VSAT VIASAT INC | Technology | 22.5% | $94.1m | 1,047,996 | – | new |
| 4 | ACCENTURE PLC IRELAND | 14.8% | $62.2m | 500,000 | – | new | |
| 5 | ECHO ECHOSTAR CORP | Communication Services | 3.6% | $15.2m | 150,000 | – | new |
| 6 | BRSP BRIGHTSPIRE CAPITAL INC | 2.5% | $10.6m | 1,937,826 | -82% | reduced | |
| 7 | VISN VISTANCE NETWORKS INC | Technology | 1.3% | $5.5m | 433,769 | -28% | reduced |
| 8 | CHTR CHARTER COMMUNICATIONS INC | Communication Services | 0.9% | $3.7m | 26,200 | – | new |
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.