FOREST AVENUE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 3.74M | $71.26M |
 | VIK | 3.55M | $220.48M |
 | KVUE | 2.38M | $38.60M |
 | BBWI | 1.80M | $46.38M |
 | CNM | 1.25M | $67.15M |
 | KNX | 1.01M | $39.75M |
 | PARR | 917K | $32.49M |
 | BTU | 718K | $19.05M |
 | VST | 695K | $136.22M |
 | CRS | 631K | $154.85M |
 | HCC | 540K | $34.38M |
 | XPO | 492K | $63.65M |
 | MTZ | 422K | $89.78M |
 | LEG | 400K | $3.55M |
 | BABA | 278K | $49.65M |
 | WWD | 251K | $63.35M |
 | PRIM | 234K | $32.12M |
 | AMZN | 174K | $38.11M |
 | AGX | 148K | $40.06M |
 | CEG | 100K | $33.01M |
QXO Inc
QXO
Shares Held
3.74M
Value
$71.26M
Viking Holdings Ltd
VIK
Shares Held
3.55M
Value
$220.48M
Kenvue Inc.
KVUE
Shares Held
2.38M
Value
$38.60M
Bath & Body Works, Inc.
BBWI
Shares Held
1.80M
Value
$46.38M
Core & Main, Inc.
CNM
Shares Held
1.25M
Value
$67.15M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
1.01M
Value
$39.75M
Par Pacific Holdings, Inc.
PARR
Shares Held
917K
Value
$32.49M
Peabody Energy Corporation
BTU
Shares Held
718K
Value
$19.05M
Vistra Corp.
VST
Shares Held
695K
Value
$136.22M
Carpenter Technology Corporation
CRS
Shares Held
631K
Value
$154.85M
Warrior Met Coal, Inc.
HCC
Shares Held
540K
Value
$34.38M
XPO Logistics, Inc.
XPO
Shares Held
492K
Value
$63.65M
MasTec, Inc.
MTZ
Shares Held
422K
Value
$89.78M
Leggett & Platt, Incorporated
LEG
Shares Held
400K
Value
$3.55M
Alibaba Group Holding Limited
BABA
Shares Held
278K
Value
$49.65M
Woodward, Inc.
WWD
Shares Held
251K
Value
$63.35M
Primoris Services Corporation
PRIM
Shares Held
234K
Value
$32.12M
Amazon.com, Inc.
AMZN
Shares Held
174K
Value
$38.11M
Argan, Inc.
AGX
Shares Held
148K
Value
$40.06M
Constellation Energy Corporation
CEG
Shares Held
100K
Value
$33.01M