Nut Tree Capital Management, LP
Net buyer this quarter
$419M
8
+$126M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AERO | $117M | 27.89% | 0.45% | +1.6% | Q4 2025 |
 AVAH | $111M | 26.43% | 5.93% | Not reported | Q2 2021 |
 VSAT | $94.1M | 22.46% | 0.77% | New | Q2 2026 |
 ACN | $62.2M | 14.85% | 0.08% | New | Q2 2026 |
 ECHO | $15.2M | 3.63% | 0.31% | Not reported | Q2 2024 |
 BRSP | $10.6M | 2.52% | 1.49% | -82.4% | Q2 2021 |
 VISN | $5.54M | 1.32% | 0.19% | -27.7% | Q2 2024 |
 CHTR | $3.73M | 0.89% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| AERO | $89.6M | 36.52% | 0.44% | +7.5% | Q4 2025 |
| AVAH | $83.2M | 33.93% | 5.94% | +4.5% | Q2 2021 |
| BRSP | $61.6M | 25.10% | 8.55% | Not reported | Q2 2021 |
| VISN | $10.9M | 4.45% | 0.27% | Not reported | Q2 2024 |
| Q4 2025 | |||||
| AERO | $131M | 24.63% | 0.41% | New | Q4 2025 |
| AVAH | $101M | 19.05% | 5.92% | Not reported | Q2 2021 |
| ECHO | $81.5M | 15.37% | 1.57% | Not reported | Q2 2024 |
| BRSP | $61.6M | 11.60% | 8.47% | Not reported | Q2 2021 |
 CSTM | $60.8M | 11.46% | 2.38% | -38.2% | Q4 2018 |
 BLCO | $3.7M | 0.70% | 0.06% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| AVAH | $110M | 25.32% | 5.92% | Not reported | Q2 2021 |
| CSTM | $77.6M | 17.90% | 3.78% | -7.8% | Q4 2018 |
| BRSP | $59.7M | 13.78% | 8.46% | Not reported | Q2 2021 |
| ECHO | $57.3M | 13.22% | 1.57% | Not reported | Q2 2024 |
 CZR | $54.1M | 12.47% | 0.96% | Not reported | Q1 2022 |
| TSEOQ | $8.23M | 1.90% | 9.72% | Not reported | Q2 2024 |
| BLCO | $3.27M | 0.75% | 0.06% | Not reported | Q1 2025 |