Funds › Nut Tree Capital Management, LP
Nut Tree Capital Management, LP
13F for Q2 2026, filed Aug 14, 2026. 8 positions worth $419.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AERO Grupo Aeromexico, S.A.B. de C.V. · ADR | 6.49M | $116.9M | 27.9% | +1.6% | 13F ↗ |
| 2 | AVAH Aveanna Healthcare Holdings Inc. | 12.92M | $110.7M | 26.4% | Unchanged | 13F ↗ |
| 3 | VSAT ViaSat, Inc. | 1.05M | $94.1M | 22.5% | New | 13F ↗ |
| 4 | ACN Accenture plc | 500,000 | $62.2M | 14.8% | New | 13F ↗ |
| 5 | ECHO EchoStar Corporation | 150,000 | $15.2M | 3.6% | New | 13F ↗ |
| 6 | BRSP BrightSpire Capital, Inc. · Reit | 1.94M | $10.6M | 2.5% | -82.4% | 13F ↗ |
| 7 | VISN Vistance Networks, Inc. | 433,769 | $5.5M | 1.3% | -27.7% | 13F ↗ |
| 8 | CHTR Charter Communications, Inc. | 26,200 | $3.7M | 0.9% | New | 13F ↗ |
Changes since Q1 2026
4 new, 1 added to, 2 trimmed, 0 exited, 1 unchanged. By estimated dollars.
New positions (4)
Added to (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| AERO Grupo Aeromexico, S.A.B. de C.V. · ADR | 6.49M | +1.6% | $1.8M |
Trimmed (2)
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer