Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forest Avenue Capital Management LP (CIK 1944889) reported $1.69B across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VST ($195.0M, 11.57%), VIK ($149.7M, 8.88%), CRS ($147.8M, 8.77%), QQQ ($103.9M, 6.16%), QXO ($89.8M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VST | VISTRA CORP | $195.0M | 11.57% | 1.3M | Added |
| 2 | VIK | VIKING HOLDINGS LTD | $149.7M | 8.88% | 2.0M | Trimmed |
| 3 | CRS | CARPENTER TECHNOLOGY CORP | $147.8M | 8.77% | 375,012 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $103.9M | 6.16% | 180,000 | New |
| 5 | QXO | QXO INC | $89.8M | 5.33% | 4.6M | Added |
| 6 | CNM | CORE & MAIN INC | $89.3M | 5.30% | 1.8M | Trimmed |
| 7 | PARR | PAR PAC HOLDINGS INC | $88.8M | 5.27% | 1.4M | Added |
| 8 | MTZ | MASTEC INC | $86.8M | 5.15% | 269,851 | Trimmed |
| 9 | ECG | EVERUS CONSTR GROUP | $84.4M | 5.01% | 715,285 | New |
| 10 | WWD | WOODWARD INC | $79.5M | 4.72% | 222,073 | Trimmed |
| 11 | TPX | SOMNIGROUP INTERNATIONAL INC | $74.8M | 4.44% | 1.0M | Added |
| 12 | BTU | PEABODY ENGR CORP | $54.2M | 3.22% | 1.6M | Added |
| 13 | LNG | CHENIERE ENERGY INC | $48.9M | 2.90% | 172,200 | New |
| 14 | RRX | REGAL REXNORD CORPORATION | $44.8M | 2.66% | 239,217 | New |
| 15 | AGX | ARGAN INC | $40.6M | 2.41% | 74,456 | Trimmed |
| 16 | CEG | CONSTELLATION ENERGY CORP | $37.3M | 2.21% | 133,666 | New |
| 17 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $36.9M | 2.19% | 2.0M | New |
| 18 | LEG | LEGGETT & PLATT INC | $36.6M | 2.17% | 3.7M | Added |
| 19 | VG | VENTURE GLOBAL INC | $32.1M | 1.90% | 2.0M | New |
| 20 | AR | ANTERO RESOURCES CORP | $31.8M | 1.88% | 748,300 | New |
| 21 | HII | HUNTINGTON INGALLS INDS INC | $31.5M | 1.87% | 82,809 | New |
| 22 | DK | DELEK US HLDGS INC NEW | $29.5M | 1.75% | 653,830 | New |
| 23 | WULF | TERAWULF INC | $28.4M | 1.69% | 2.0M | New |
| 24 | HCC | WARRIOR MET COAL INC | $26.6M | 1.58% | 285,838 | Trimmed |
| 25 | CNR | CORE NATURAL RESOURCES INC | $15.9M | 0.94% | 151,500 | New |
Source: SEC Form 13F filings · as of 2026-03-31