Holders — by stockHoldings — by fund
Forest Avenue 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 0001944889
$2.38B
disclosed book value
24
positions
10.2%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 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 | VSTVISTRA CORP | 1.5M | $243.4M | 10.2% |
| 2 | VIKING HOLDINGS LTD | 1.6M | $165.7M | 7% |
| 3 | MAIRMADISON AIR SOLUTIONS CORP | 4.1M | $158.4M | 6.7% |
| 4 | DPC HOLDINGS PLC | 2.9M | $143.7M | 6% |
| 5 | WWDWOODWARD INC | 332,039 | $141.3M | 5.9% |
| 6 | ECGEVERUS CONSTR GROUP | 826,510 | $137.2M | 5.8% |
| 7 | LGNLEGENCE CORP | 1.5M | $131.8M | 5.5% |
| 8 | NORWEGIAN CRUISE LINE HLDGS | 6.2M | $129.9M | 5.5% |
| 9 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 257,965 | $123.2M | 5.2% |
| 10 | MTZMASTEC INC | 248,627 | $103.4M | 4.3% |
| 11 | RRXREGAL REXNORD CORPORATION | 427,925 | $101.9M | 4.3% |
| 12 | SGISOMNIGROUP INTERNATIONAL INC | 1.3M | $101.6M | 4.3% |
| 13 | CRSCARPENTER TECHNOLOGY CORP | 164,219 | $101.3M | 4.3% |
| 14 | CNMCORE & MAIN INC | 1.8M | $86.5M | 3.6% |
| 15 | WULFTERAWULF INC | 3.4M | $84.6M | 3.6% |
| 16 | QXOQXO INC | 4.6M | $79.2M | 3.3% |
| 17 | ALABASTERA LABS INC | 149,320 | $72.1M | 3% |
| 18 | DKDELEK US HLDGS INC NEW | 1.2M | $60.4M | 2.5% |
| 19 | NVDANVIDIA CORPORATION | 294,300 | $58.9M | 2.5% |
| 20 | PARRPAR PAC HOLDINGS INC | 887,546 | $49.8M | 2.1% |
| 21 | LEGLEGGETT & PLATT INC | 3.7M | $43.0M | 1.8% |
| 22 | BTUPEABODY ENGR CORP | 1.6M | $37.8M | 1.6% |
| 23 | BRKRBRUKER CORP | 422,000 | $25.4M | 1.1% |
| 24 | NVXNOVONIX LIMITED | 1.2M | $547,295 | 0% |
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.