EdgeMarket › What Forest Avenue Capital Management Lp reported owning
What Forest Avenue Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
26Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VST Vistra Corp. | 195.0M | 11.6% | 1.3M | 136.21 | -29.4% |
| VIK Viking Holdings Ltd | 149.7M | 8.9% | 2.0M | 92.79 | +58.5% |
| CRS CARPENTER TECHNOLOGY CORP | 147.8M | 8.8% | 375.0K | 492.38 | +105.1% |
| QXO QXO, Inc. | 89.8M | 5.3% | 4.6M | 13.76 | -28.6% |
| CNM Core & Main, Inc. | 89.3M | 5.3% | 1.8M | 44.88 | -29.8% |
| PARR PAR PACIFIC HOLDINGS, INC. | 88.8M | 5.3% | 1.4M | 79.03 | +148.9% |
| MTZ MASTEC INC | 86.8M | 5.2% | 269.9K | 266.26 | +54.3% |
| ECG Everus Construction Group, Inc. | 84.4M | 5.0% | 715.3K | 125.96 | +68.4% |
| WWD Woodward, Inc. | 79.5M | 4.7% | 222.1K | 343.26 | +39.4% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 74.8M | 4.4% | 1.0M | 64.71 | -20.1% |
| BTU PEABODY ENERGY CORP | 54.2M | 3.2% | 1.6M | 27.61 | +72.6% |
| LNG Cheniere Energy, Inc. | 48.9M | 2.9% | 172.2K | 277.51 | +17.6% |
| RRX REGAL REXNORD CORP | 44.8M | 2.7% | 239.2K | 166.15 | +14.7% |
| AGX ARGAN INC | 40.6M | 2.4% | 74.5K | 501.63 | +132.4% |
| CEG Constellation Energy Corp | 37.3M | 2.2% | 133.7K | 272.88 | -13.2% |
| NCLH Norwegian Cruise Line Holdings Ltd. | 36.9M | 2.2% | 2.0M | 17.24 | -27.7% |
| LEG LEGGETT & PLATT INC | 36.6M | 2.2% | 3.7M | 9.41 | +1.3% |
| VG Venture Global, Inc. | 32.1M | 1.9% | 2.0M | 14.21 | +13.1% |
| AR ANTERO RESOURCES Corp | 31.8M | 1.9% | 748.3K | 37.94 | +24.1% |
| HII HUNTINGTON INGALLS INDUSTRIES, INC. | 31.5M | 1.9% | 82.8K | 298.20 | +11.6% |
| DK Delek US Holdings, Inc. | 29.5M | 1.7% | 653.8K | 71.47 | +188.3% |
| WULF TERAWULF INC. | 28.4M | 1.7% | 2.0M | 15.64 | +68.5% |
| HCC WARRIOR MET COAL, INC. | 26.6M | 1.6% | 285.8K | 106.73 | +84.9% |
| CNR Core Natural Resources, Inc. | 15.9M | 0.9% | 151.5K | 95.13 | +37.2% |
| NVX NOVONIX Ltd | 827.6K | 0.0% | 1.2M | 0.41 | -66.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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