account_balance
Investment manager · 13F filer · SEC CIK 1944889
Forest Avenue Capital Management LP
Reported value$2.38Bas of Jun 30, 2026
Positions24 7 new, 8 sold out
Top 10 weight62.1%VST alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VSTVistra Corp
10.2%Added +18%
VIKViking Holdings Ltd
7.0%Trimmed −22%
MAIRMadison Air Solutions Corp
6.7%New
DPCDPC Holdings PLC
6.0%New
WWDWoodward Inc
5.9%Added +50%
ECGEverus Constr Group
5.8%Added +16%
LGNLegence Corp
5.5%New
NCLHNorwegian Cruise Line Hldgs
5.5%Added +212%
TSMTaiwan Semiconductor Manufac
5.2%New
MTZMastec Inc
4.3%Trimmed −8%
RRXRegal Rexnord Corporation
4.3%Added +79%
SGISomnigroup International Inc
4.3%Added +28%
VSTVistra Corp
10.2%Added +18%
VIK7.0%MAIR6.7%DPCDPC Holdings PLC
6.0%New
WWDWoodward Inc
5.9%Added +50%
ECGEverus Constr Group
5.8%Added +16%
LGN5.5%NCLH5.5%TSM5.2%MTZ4.3%RRX4.3%SGI4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VST Vistra Corp 10.2% Added +18%VIK Viking Holdings Ltd 7.0% Trimmed −22%MAIR Madison Air Solutions Corp 6.7% NewDPC DPC Holdings PLC 6.0% NewWWD Woodward Inc 5.9% Added +50%ECG Everus Constr Group 5.8% Added +16%LGN Legence Corp 5.5% NewNCLH Norwegian Cruise Line Hldgs 5.5% Added +212%TSM Taiwan Semiconductor Manufac 5.2% NewMTZ Mastec Inc 4.3% Trimmed −8%RRX Regal Rexnord Corporation 4.3% Added +79%SGI Somnigroup International Inc 4.3% Added +28%
What changed