Stock Taper

FOREST AVENUE CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Astera Labs, Inc. Common StockALAB149.32K$72.12M
Carpenter Technology CorporationCRS164.22K$101.3M
MasTec, Inc.MTZ248.63K$103.44M
Taiwan Semiconductor Manufacturing Company LimitedTSM257.96K$123.2M
NVIDIA CorporationNVDA294.3K$58.89M
Woodward, Inc.WWD332.04K$141.26M
Bruker CorporationBRKR422K$25.4M
Regal Rexnord CorporationRRX427.93K$101.93M
Everus Construction Group, Inc.ECG826.51K$137.16M
Par Pacific Holdings, Inc.PARR887.55K$49.77M
Delek US Holdings, Inc.DK1.19M$60.37M
Somnigroup International IncSGI1.3M$101.62M
Vistra Corp.VST1.53M$243.38M
Legence Corp. Class A Common stockLGN1.55M$131.81M
Viking Holdings LtdVIK1.58M$165.66M
Peabody Energy CorporationBTU1.63M$37.76M
Core & Main, Inc.CNM1.79M$86.54M
TeraWulf Inc.WULF3.42M$84.56M
Leggett & Platt, IncorporatedLEG3.67M$43.01M
Madison Air Solutions CorporationMAIR4.06M$158.41M