Forest Avenue Capital Management
$2.4B 13F equity value
32 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Forest Avenue Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VST | VISTRA CORP | 1,534,281 | $243M | 10.2% |
| VIK | VIKING HOLDINGS LTD | 1,582,676 | $166M | 7.0% |
| MAIR | MADISON AIR SOLUTIONS CORP | 4,061,688 | $158M | 6.7% |
| DPC | DPC HOLDINGS PLC | 2,929,831 | $144M | 6.0% |
| WWD | WOODWARD INC | 332,039 | $141M | 5.9% |
| ECG | EVERUS CONSTR GROUP | 826,510 | $137M | 5.8% |
| LGN | LEGENCE CORP | 1,546,512 | $132M | 5.5% |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 6,153,171 | $130M | 5.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 257,965 | $123M | 5.2% |
| MTZ | MASTEC INC | 248,627 | $103M | 4.3% |
Track Forest Avenue Capital Management's 13F portfolio: $2.4B in reported holdings, 32 positions. Top holdings and quarterly changes on SentiSense.
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