Stock Taper 
FOREST AVENUE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Norwegian Cruise Line Holdings Ltd. | NCLH | 6.15M | $129.89M |
 QXO, Inc. | QXO | 4.59M | $79.24M |
 Madison Air Solutions Corporation | MAIR | 4.06M | $158.41M |
 Leggett & Platt, Incorporated | LEG | 3.67M | $43.01M |
 TeraWulf Inc. | WULF | 3.42M | $84.56M |
 Core & Main, Inc. | CNM | 1.79M | $86.54M |
 Peabody Energy Corporation | BTU | 1.63M | $37.76M |
 Viking Holdings Ltd | VIK | 1.58M | $165.66M |
 Legence Corp. Class A Common stock | LGN | 1.55M | $131.81M |
 Vistra Corp. | VST | 1.53M | $243.38M |
 Somnigroup International Inc | SGI | 1.3M | $101.62M |
 Delek US Holdings, Inc. | DK | 1.19M | $60.37M |
 Par Pacific Holdings, Inc. | PARR | 887.55K | $49.77M |
 Everus Construction Group, Inc. | ECG | 826.51K | $137.16M |
 Regal Rexnord Corporation | RRX | 427.93K | $101.93M |
 Bruker Corporation | BRKR | 422K | $25.4M |
 Woodward, Inc. | WWD | 332.04K | $141.26M |
 NVIDIA Corporation | NVDA | 294.3K | $58.89M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 257.96K | $123.2M |
 MasTec, Inc. | MTZ | 248.63K | $103.44M |