Fund HoldingsNut Tree Capital Management, LP

Total Portfolio Value
$419.01M
Total Bought
$202.60M
Total Sold
$56.38M
Net Transaction
+$146.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VIASAT INC(VSAT)01,047,996+1,047,996094,12122.46%+94,121
ACCENTURE PLC IRELAND
SHS CLASS A
0500,000+500,000062,22014.85%+62,220
AVEANNA HEALTHCARE HLDGS INC(AVAH)12,922,64912,922,649083,222110,74726.43%+27,525
GRUPO AEROMEXICO SAB DE CV(AERO)6,392,8216,492,821+100,00089,563116,87127.89%+27,307
ECHOSTAR CORP(ECHO)0150,000+150,000015,2253.63%+15,225
CHARTER COMMUNICATIONS INC(CHTR)026,200+26,20003,7260.89%+3,726
VISTANCE NETWORKS INC(VISN)600,000433,769-166,23110,9205,5441.32%-5,376
BRIGHTSPIRE CAPITAL INC10,993,9461,937,826-9,056,12061,56610,5612.52%-51,005
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