Forest Avenue Capital Management LP
Net buyer this quarter
$2.38B
24
+$575M
62.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VST | $243M | 10.22% | 0.46% | +18.3% | Q1 2024 |
 VIK | $166M | 6.96% | Not reported | -22.3% | Q2 2024 |
 MAIR | $158M | 6.65% | 406168.80% | New | Q2 2026 |
 DPC | $144M | 6.04% | 1.96% | New | Q2 2026 |
 WWD | $141M | 5.93% | 0.56% | +49.5% | Q2 2025 |
 ECG | $137M | 5.76% | 1.62% | +15.6% | Q1 2026 |
 LGN | $132M | 5.54% | Not reported | New | Q2 2026 |
 NCLH | $130M | 5.46% | 1.34% | +211.8% | Q1 2026 |
 TSM | $123M | 5.17% | 0.00% | New | Q2 2026 |
 MTZ | $103M | 4.34% | 0.31% | -7.9% | Q1 2023 |
 RRX | $102M | 4.28% | 0.64% | +78.9% | Q1 2023 |
 SGI | $102M | 4.27% | 0.62% | +28.1% | Q4 2022 |
 CRS | $101M | 4.25% | 0.33% | -56.2% | Q3 2024 |
 CNM | $86.5M | 3.63% | Not reported | -0.8% | Q4 2023 |
 WULF | $84.6M | 3.55% | 0.69% | +73.7% | Q1 2026 |
 QXO | $79.2M | 3.33% | 0.63% | -0.8% | Q2 2025 |
 ALAB | $72.1M | 3.03% | 0.09% | New | Q2 2026 |
 DK | $60.4M | 2.54% | 1.94% | +81.7% | Q1 2026 |
 NVDA | $58.9M | 2.47% | 0.00% | New | Q2 2026 |
 PARR | $49.8M | 2.09% | 1.77% | -37.4% | Q3 2025 |
| LEG | $43M | 1.81% | 2.69% | -0.8% | Q3 2025 |
 BTU | $37.8M | 1.59% | 1.34% | -0.8% | Q3 2023 |
 BRKR | $25.4M | 1.07% | 0.28% | New | Q2 2026 |
 NVX | $547K | 0.02% | 0.14% | -0.8% | Q1 2026 |
| Q1 2026 | |||||
| VST | $195M | 11.57% | 0.38% | +15.7% | Q1 2024 |
| VIK | $150M | 8.88% | Not reported | -28.9% | Q2 2024 |
| CRS | $148M | 8.77% | 0.75% | -40.5% | Q3 2024 |
| QXO | $89.8M | 5.33% | 0.65% | +23.8% | Q2 2025 |
| CNM | $89.3M | 5.30% | Not reported | -3.8% | Q4 2023 |
| PARR | $88.8M | 5.27% | 2.89% | +79.0% | Q3 2025 |
| MTZ | $86.8M | 5.15% | 0.34% | -45.4% | Q1 2023 |
| ECG | $84.4M | 5.01% | 1.40% | New | Q1 2026 |
| WWD | $79.5M | 4.72% | 0.37% | -35.6% | Q2 2025 |
| SGI | $74.8M | 4.44% | 0.48% | +45.5% | Q4 2022 |
| BTU | $54.2M | 3.22% | 1.35% | +40.2% | Q3 2023 |
 LNG | $48.9M | 2.90% | 0.08% | Not reported | Q4 2022 |
| RRX | $44.8M | 2.66% | 0.36% | Not reported | Q1 2023 |
 AGX | $40.6M | 2.41% | 0.53% | -59.8% | Q3 2025 |
 CEG | $37.3M | 2.21% | 0.04% | Not reported | Q4 2022 |
| NCLH | $36.9M | 2.19% | 0.43% | New | Q1 2026 |
| LEG | $36.6M | 2.17% | 2.72% | +200.1% | Q3 2025 |
 VG | $32.1M | 1.90% | Not reported | New | Q1 2026 |
 AR | $31.8M | 1.88% | 0.24% | Not reported | Q4 2022 |
 HII | $31.5M | 1.87% | 0.21% | New | Q1 2026 |
| DK | $29.5M | 1.75% | 1.09% | New | Q1 2026 |
| WULF | $28.4M | 1.69% | 0.46% | New | Q1 2026 |
 HCC | $26.6M | 1.58% | 0.54% | -29.9% | Q4 2023 |
 CNR | $15.9M | 0.94% | 0.30% | New | Q1 2026 |
| NVX | $828K | 0.05% | 0.14% | New | Q1 2026 |
| Q4 2025 | |||||
| VIK | $204M | 13.47% | Not reported | -19.3% | Q2 2024 |
| CRS | $198M | 13.07% | 1.26% | -0.1% | Q3 2024 |
| VST | $181M | 11.92% | 0.33% | +61.3% | Q1 2024 |
| MTZ | $107M | 7.07% | 0.63% | +17.1% | Q1 2023 |
| WWD | $104M | 6.87% | 0.58% | +37.6% | Q2 2025 |
| CNM | $97.7M | 6.43% | Not reported | +50.7% | Q4 2023 |
 RCL | $80.8M | 5.33% | 0.11% | Not reported | Q2 2024 |
| QXO | $72M | 4.75% | 0.55% | -0.1% | Q2 2025 |
 XPO | $63.5M | 4.18% | 0.40% | -5.1% | Q3 2023 |
| SGI | $62.1M | 4.09% | 0.33% | -0.1% | Q4 2022 |
| AGX | $58.1M | 3.83% | 1.34% | +25.0% | Q3 2025 |
 BBWI | $44.4M | 2.93% | 1.08% | +22.9% | Q4 2022 |
| HCC | $35.9M | 2.37% | 0.78% | -24.6% | Q4 2023 |
| BTU | $34.9M | 2.30% | 0.97% | +63.5% | Q3 2023 |
 FSLR | $30.2M | 1.99% | 0.11% | Not reported | Q4 2022 |
| PARR | $27.8M | 1.83% | 1.57% | -13.7% | Q3 2025 |
 LBRT | $25.6M | 1.68% | Not reported | New | Q4 2025 |
 TLN | $25.1M | 1.65% | 0.15% | New | Q4 2025 |
 KNX | $24.6M | 1.62% | 0.29% | -53.2% | Q3 2025 |
 PUMP | $14.6M | 0.96% | 1.47% | New | Q4 2025 |
| LEG | $13.6M | 0.89% | 0.91% | +208.4% | Q3 2025 |
 FRO | $11.9M | 0.78% | 0.25% | Not reported | Q4 2022 |
| Q3 2025 | |||||
| VIK | $220M | 16.25% | Not reported | -6.7% | Q2 2024 |
| CRS | $155M | 11.41% | 1.27% | +31.7% | Q3 2024 |
| VST | $136M | 10.04% | 0.21% | -5.5% | Q1 2024 |
| MTZ | $89.8M | 6.62% | 0.53% | Not reported | Q1 2023 |
| QXO | $71.3M | 5.25% | 0.55% | -0.6% | Q2 2025 |
| CNM | $67.2M | 4.95% | Not reported | -17.0% | Q4 2023 |
| XPO | $63.6M | 4.69% | 0.42% | -32.9% | Q3 2023 |
| WWD | $63.4M | 4.67% | 0.42% | +149.7% | Q2 2025 |
| SGI | $58.7M | 4.33% | 0.33% | -40.5% | Q4 2022 |
 BABA | $49.7M | 3.66% | 0.00% | Not reported | Q2 2023 |
| BBWI | $46.4M | 3.42% | 0.87% | -0.8% | Q4 2022 |
| AGX | $40.1M | 2.95% | 1.07% | New | Q3 2025 |
| KNX | $39.7M | 2.93% | 0.62% | New | Q3 2025 |
 KVUE | $38.6M | 2.84% | 0.12% | +13.3% | Q2 2025 |
 AMZN | $38.1M | 2.81% | 0.00% | Not reported | Q2 2023 |
| HCC | $34.4M | 2.53% | 1.03% | +51.5% | Q4 2023 |
| CEG | $33M | 2.43% | 0.03% | -60.0% | Q4 2022 |
| PARR | $32.5M | 2.39% | 1.80% | New | Q3 2025 |
 PRIM | $32.1M | 2.37% | 0.43% | New | Q3 2025 |
| BTU | $19M | 1.40% | 0.59% | Not reported | Q3 2023 |
| LEG | $3.55M | 0.26% | 0.30% | New | Q3 2025 |