FOREST AVENUE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 3.73M | $72.05M |
 | VIK | 2.86M | $204.46M |
 | BBWI | 2.21M | $44.41M |
 | CNM | 1.88M | $97.70M |
 | PUMP | 1.53M | $14.56M |
 | LBRT | 1.38M | $25.55M |
 | LEG | 1.23M | $13.57M |
 | BTU | 1.17M | $34.88M |
 | VST | 1.12M | $180.96M |
 | PARR | 792K | $27.82M |
 | CRS | 630K | $198.37M |
 | FRO | 546K | $11.92M |
 | MTZ | 494K | $107.38M |
 | KNX | 471K | $24.60M |
 | XPO | 467K | $63.48M |
 | HCC | 407K | $35.93M |
 | WWD | 345K | $104.30M |
 | RCL | 290K | $80.85M |
 | AGX | 185K | $58.09M |
 | FSLR | 116K | $30.20M |
QXO, Inc.
QXO
Shares Held
3.73M
Value
$72.05M
Viking Holdings Ltd
VIK
Shares Held
2.86M
Value
$204.46M
Bath & Body Works, Inc.
BBWI
Shares Held
2.21M
Value
$44.41M
Core & Main, Inc.
CNM
Shares Held
1.88M
Value
$97.70M
ProPetro Holding Corp.
PUMP
Shares Held
1.53M
Value
$14.56M
Liberty Energy Inc.
LBRT
Shares Held
1.38M
Value
$25.55M
Leggett & Platt, Incorporated
LEG
Shares Held
1.23M
Value
$13.57M
Peabody Energy Corporation
BTU
Shares Held
1.17M
Value
$34.88M
Vistra Corp.
VST
Shares Held
1.12M
Value
$180.96M
Par Pacific Holdings, Inc.
PARR
Shares Held
792K
Value
$27.82M
Carpenter Technology Corporation
CRS
Shares Held
630K
Value
$198.37M
Frontline Ltd.
FRO
Shares Held
546K
Value
$11.92M
MasTec, Inc.
MTZ
Shares Held
494K
Value
$107.38M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
471K
Value
$24.60M
XPO Logistics, Inc.
XPO
Shares Held
467K
Value
$63.48M
Warrior Met Coal, Inc.
HCC
Shares Held
407K
Value
$35.93M
Woodward, Inc.
WWD
Shares Held
345K
Value
$104.30M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
290K
Value
$80.85M
Argan, Inc.
AGX
Shares Held
185K
Value
$58.09M
First Solar, Inc.
FSLR
Shares Held
116K
Value
$30.20M