Forest Avenue Capital Management LP: 13F holdings
CIK 19448892026Q2
| Positions | 24 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 24 (-2 vs prior quarter) |
|---|
| Reported value | $2.4bn (+41.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VST VISTRA CORP | 1,534,281 | $243.4m | 10.2% |
| VIKING HOLDINGS LTD | 1,582,676 | $165.7m | 7.0% |
| MAIR MADISON AIR SOLUTIONS CORP | 4,061,688 | $158.4m | 6.7% |
| DPC HOLDINGS PLC | 2,929,831 | $143.7m | 6.0% |
| WWD WOODWARD INC | 332,039 | $141.3m | 5.9% |
| ECG EVERUS CONSTR GROUP | 826,510 | $137.2m | 5.8% |
| LGN LEGENCE CORP | 1,546,512 | $131.8m | 5.5% |
| NORWEGIAN CRUISE LINE HLDGS | 6,153,171 | $129.9m | 5.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 257,965 | $123.2m | 5.2% |
| MTZ MASTEC INC | 248,627 | $103.4m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1944889")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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