Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Nut Tree Capital Management, LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Nut Tree Capital Management, LP (CIK 1661655) reported $245.3M across 3 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($89.6M, 36.52%), AVAH ($83.2M, 33.93%), BRSP ($61.6M, 25.10%), COMM ($10.9M, 4.45%), TSE ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GRUPO AEROMEXICO SAB DE CV$89.6M36.52%6.4MAdded
2AVAHAVEANNA HEALTHCARE HLDGS INC$83.2M33.93%12.9MAdded
3BRSPBRIGHTSPIRE CAPITAL INC$61.6M25.10%11.0MHold
4COMMVISTANCE NETWORKS INC$10.9M4.45%600,000New
5TSETRINSEO PLC$00.00%0Exited
6BLCOBAUSCH PLUS LOMB CORP$00.00%0Exited
7SATSECHOSTAR CORP$00.00%0Exited
8SATSECHOSTAR CORP$00.00%0Exited
9IWMISHARES TR$00.00%0Exited
10CSTMCONSTELLIUM SE$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31