Holdings
Forest Avenue Capital Management LP
As of Jun 30, 2026, Forest Avenue Capital Management LP reported 23 positions worth US$2.24B. Largest: Vistra Corp., Viking Holdings Ltd and Madison Air Solutions Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vistra Corp. | 1.53M | US$243M | +237K | Jun 30, 2026 |
| Viking Holdings Ltd | 1.58M | US$166M | −455K | Jun 30, 2026 |
| Madison Air Solutions Corporation | 4.06M | US$158M | new | Jun 30, 2026 |
| Woodward, Inc. | 332K | US$141M | +110K | Jun 30, 2026 |
| Everus Construction Group, Inc. | 827K | US$137M | +111K | Jun 30, 2026 |
| Legence Corp. | 1.55M | US$132M | new | Jun 30, 2026 |
| Norwegian Cruise Line Holdings Ltd. | 6.15M | US$130M | +4.18M | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 258K | US$123M | new | Jun 30, 2026 |
| Mastec, Inc. | 249K | US$103M | −21,224 | Jun 30, 2026 |
| Regal Rexnord Corporation | 428K | US$102M | +189K | Jun 30, 2026 |