Nut Tree Capital Management, LP 13F Holdings · Q2 2026
Nut Tree Capital Management, LP reported 8 securities worth $419.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AERO (27.89%), AVAH (26.43%), VSAT (22.46%). Among its top 25 positions this quarter: 4 new, 1 added, 2 trimmed.
| 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 |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR