Institutions / Forest Avenue Capital Management LP
Forest Avenue Capital Management LP
CIK 1944889 · Institution · as of Dec 31, 2025
Portfolio value
$1.52B
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Viking Holdings Ltd | $204.46M | 13.5% |
| Carpenter Technology Corp | $198.37M | 13.1% |
| Vistra Corp. | $180.96M | 11.9% |
| Mastec Inc | $107.38M | 7.1% |
| Woodward Inc | $104.30M | 6.9% |
| Core & Main, Inc. | $97.70M | 6.4% |
| Royal Caribbean Cruises Ltd | $80.85M | 5.3% |
| QXO, Inc. | $72.05M | 4.7% |
| XPO Inc | $63.48M | 4.2% |
| Somnigroup International Inc | $62.10M | 4.1% |
| Argan, Inc. | $58.09M | 3.8% |
| Bath & Body Works, Inc. | $44.41M | 2.9% |
| Warrior Met Coal, Inc. | $35.93M | 2.4% |
| Peabody Energy Corp | $34.88M | 2.3% |
| First Solar Inc | $30.20M | 2.0% |
| Par Pacific Holdings, Inc. | $27.82M | 1.8% |
| Liberty Energy Inc | $25.55M | 1.7% |
| Talen Energy Corp | $25.07M | 1.7% |
| Knight-Swift Transportation Holdings Inc. | $24.60M | 1.6% |
| ProPetro Holding Corp. | $14.56M | 1.0% |
| Leggett & Platt Inc | $13.57M | 0.9% |
| Frontline PLC | $11.92M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.