本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Nut Tree Capital Management, LP (CIK 1661655) reported $419.0M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AERO ($116.9M, 27.89%), AVAH ($110.7M, 26.43%), VSAT ($94.1M, 22.46%), ACN ($62.2M, 14.85%), ECHO ($15.2M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AERO | GRUPO AEROMEXICO SAB DE CV | $116.9M | 27.89% | 6.5M | Added |
| 2 | AVAH | AVEANNA HEALTHCARE HLDGS INC | $110.7M | 26.43% | 12.9M | Hold |
| 3 | VSAT | VIASAT INC | $94.1M | 22.46% | 1.0M | New |
| 4 | ACN | ACCENTURE PLC IRELAND | $62.2M | 14.85% | 500,000 | New |
| 5 | ECHO | ECHOSTAR CORP | $15.2M | 3.63% | 150,000 | New |
| 6 | BRSP | BRIGHTSPIRE CAPITAL INC | $10.6M | 2.52% | 1.9M | Trimmed |
| 7 | VISN | VISTANCE NETWORKS INC | $5.5M | 1.32% | 433,769 | Trimmed |
| 8 | CHTR | CHARTER COMMUNICATIONS INC | $3.7M | 0.89% | 26,200 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30