Forest Avenue Capital Management
$1.6B Assets Reported
34 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VST | VISTRA CORP | 1,297,325 | $195M | 12.3% |
| VIK | VIKING HOLDINGS LTD | 2,037,215 | $150M | 9.5% |
| CRS | CARPENTER TECHNOLOGY CORP | 375,012 | $148M | 9.3% |
| QXO | QXO INC | 4,622,783 | $90M | 5.7% |
| CNM | CORE & MAIN INC | 1,808,055 | $89M | 5.6% |
| PARR | PAR PAC HOLDINGS INC | 1,417,079 | $89M | 5.6% |
| MTZ | MASTEC INC | 269,851 | $87M | 5.5% |
| ECG | EVERUS CONSTR GROUP | 715,285 | $84M | 5.3% |
| WWD | WOODWARD INC | 222,073 | $79M | 5.0% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 1,012,181 | $75M | 4.7% |
Track Forest Avenue Capital Management's 13F portfolio: $1.6B in reported holdings, 34 positions. Top holdings, AUM, and quarterly changes on SentiSense.