Holders — by stockHoldings — by fund
Nut Tree Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001661655
$419.0M
disclosed book value
8
positions
27.9%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AEROGRUPO AEROMEXICO SAB DE CV | 6.5M | $116.9M | 27.9% |
| 2 | AVAHAVEANNA HEALTHCARE HLDGS INC | 12.9M | $110.7M | 26.4% |
| 3 | VSATVIASAT INC | 1.0M | $94.1M | 22.5% |
| 4 | ACNACCENTURE PLC IRELAND | 500,000 | $62.2M | 14.8% |
| 5 | ECHOECHOSTAR CORP | 150,000 | $15.2M | 3.6% |
| 6 | BRSPBRIGHTSPIRE CAPITAL INC | 1.9M | $10.6M | 2.5% |
| 7 | VISNVISTANCE NETWORKS INC | 433,769 | $5.5M | 1.3% |
| 8 | CHTRCHARTER COMMUNICATIONS INC | 26,200 | $3.7M | 0.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.