Nut Tree Capital Management, LP
CIK 1661655
13F filing for Q2 2026・No. 4,361
- Holdings
- US$419.01M
- Quarter change
- +US$173.74M
- Entries
- 8
- Net bought (estimate)
- +US$125.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 0
- Cut 2
- Added 1
- Corporate actions 0
- Unchanged 1
Largest holdings
8 stocks worth US$419.01M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AEROGRUPO AEROMEXICO SAB DE CVSPONSORED ADS | Added | 6,492,821 | US$116.87M | 27.89% |
| AVEANNA HEALTHCARE HLDGS INCCOM | Unchanged | 12,922,649 | US$110.75M | 26.43% |
| VSATVIASAT INCCOM | New | 1,047,996 | US$94.12M | 22.46% |
| ACNACCENTURE PLC IRELANDSHS CLASS A | New | 500,000 | US$62.22M | 14.85% |
| ECHOECHOSTAR CORPCL A | New | 150,000 | US$15.23M | 3.63% |
| BRIGHTSPIRE CAPITAL INCCOM CL A | Cut | 1,937,826 | US$10.56M | 2.52% |
| VISNVISTANCE NETWORKS INCCOM | Cut | 433,769 | US$5.54M | 1.32% |
| CHTRCHARTER COMMUNICATIONS INCCL A | New | 26,200 | US$3.73M | 0.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.