Forest Avenue Capital Management LP — 13F holdings

Forest Avenue Capital Management LP reported 24 holdings worth $2.38B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. VST VISTRA CORP — $243M (10.2%)
  2. VIK VIKING HOLDINGS LTD — $166M (7.0%)
  3. MAIR MADISON AIR SOLUTIONS CORP — $158M (6.7%)
  4. DPC DPC HOLDINGS PLC — $144M (6.0%)
  5. WWD WOODWARD INC — $141M (5.9%)
  6. ECG EVERUS CONSTR GROUP — $137M (5.8%)
  7. LGN LEGENCE CORP — $132M (5.5%)
  8. NCLH NORWEGIAN CRUISE LINE HLDG L — $130M (5.5%)
  9. TSM TAIWAN SEMICONDUCTOR MFG LTD — $123M (5.2%)
  10. MTZ MASTEC INC — $103M (4.3%)