FOREST AVENUE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 4.62M | $89.77M |
 | LEG | 3.70M | $36.58M |
 | VIK | 2.04M | $149.69M |
 | VG | 2.03M | $32.07M |
 | NCLH | 1.97M | $36.90M |
 | WULF | 1.97M | $28.44M |
 | CNM | 1.81M | $89.32M |
 | BTU | 1.65M | $54.25M |
 | PARR | 1.42M | $88.77M |
 | VST | 1.30M | $195.03M |
 | NVX | 1.20M | $827.59K |
 | SGI | 1.01M | $74.82M |
 | AR | 748K | $31.76M |
 | ECG | 715K | $84.45M |
 | DK | 654K | $29.47M |
 | CRS | 375K | $147.81M |
 | HCC | 286K | $26.63M |
 | MTZ | 270K | $86.82M |
 | RRX | 239K | $44.80M |
 | WWD | 222K | $79.48M |
QXO, Inc.
QXO
Shares Held
4.62M
Value
$89.77M
Leggett & Platt, Incorporated
LEG
Shares Held
3.70M
Value
$36.58M
Viking Holdings Ltd
VIK
Shares Held
2.04M
Value
$149.69M
Venture Global, Inc.
VG
Shares Held
2.03M
Value
$32.07M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
1.97M
Value
$36.90M
TeraWulf Inc.
WULF
Shares Held
1.97M
Value
$28.44M
Core & Main, Inc.
CNM
Shares Held
1.81M
Value
$89.32M
Peabody Energy Corporation
BTU
Shares Held
1.65M
Value
$54.25M
Par Pacific Holdings, Inc.
PARR
Shares Held
1.42M
Value
$88.77M
Vistra Corp.
VST
Shares Held
1.30M
Value
$195.03M
Novonix Limited
NVX
Shares Held
1.20M
Value
$827.59K
Somnigroup International Inc
SGI
Shares Held
1.01M
Value
$74.82M
Antero Resources Corporation
AR
Shares Held
748K
Value
$31.76M
Everus Construction Group, Inc.
ECG
Shares Held
715K
Value
$84.45M
Delek US Holdings, Inc.
DK
Shares Held
654K
Value
$29.47M
Carpenter Technology Corporation
CRS
Shares Held
375K
Value
$147.81M
Warrior Met Coal, Inc.
HCC
Shares Held
286K
Value
$26.63M
MasTec, Inc.
MTZ
Shares Held
270K
Value
$86.82M
Regal Rexnord Corporation
RRX
Shares Held
239K
Value
$44.80M
Woodward, Inc.
WWD
Shares Held
222K
Value
$79.48M