Forest Avenue Capital Management LP - Q12026 Holdings

Forest Avenue Capital Management LP holds 26 stocks with a total portfolio value of $ 1.69B as of Q12026. In Q12026, Forest Avenue Capital Management LP added 13 new positions, increased stakes in 6 stocks, reduced 7 holdings, and fully exited 9 positions. The largest holding is Vistra Corp (VST), representing 11.57% of the total portfolio.