Forest Avenue Capital Management LP
CIK 1944889
13F filing for Q2 2026・No. 1,482
- Holdings
- US$2.38B
- Quarter change
- +US$695.36M
- Entries
- 24
- Net bought (estimate)
- +US$552.21M
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 7
- Sold out 8
- Cut 9
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
24 stocks worth US$2.38B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VSTVISTRA CORPCOM | Added | 1,534,281 | US$243.38M | 10.22% |
| VIKVIKING HOLDINGS LTDORD SHS | Cut | 1,582,676 | US$165.66M | 6.96% |
| MAIRMADISON AIR SOLUTIONS CORPCOM SHS CL A | New | 4,061,688 | US$158.41M | 6.65% |
| DPCDPC HOLDINGS PLCORDINARY SHARES | New | 2,929,831 | US$143.74M | 6.04% |
| WWDWOODWARD INCCOM | Added | 332,039 | US$141.26M | 5.93% |
| ECGEVERUS CONSTR GROUPCOM | Added | 826,510 | US$137.16M | 5.76% |
| LGNLEGENCE CORPCL A | New | 1,546,512 | US$131.81M | 5.54% |
| NCLHNORWEGIAN CRUISE LINE HLDGSSHS | Added | 6,153,171 | US$129.89M | 5.46% |
| TSMTSMC ADRSPONSORED ADS | New | 257,965 | US$123.2M | 5.17% |
| MTZMASTEC INCCOM | Cut | 248,627 | US$103.44M | 4.34% |
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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.