Forest Avenue Capital Management LP
13F filer · CIK 1944889 · Miami, FL
Summary
Forest Avenue Capital Management LP reported $2.38B across 24 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are VST (10.2%), VIK (7.0%), MAIR (6.7%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 8, trimmed 9 and sold out of 8.
Reported value$2.38B
Positions24
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added8
Trimmed9
Sold out8
Top 24 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.2%Value $243.38MPrice $138.02Shares 1.53M +18.26%Since Jun 30 -12.99%
Weight 7.0%Value $165.66MPrice $79.30Shares 1.58M -22.31%Since Jun 30 -24.24%
Weight 6.7%Value $158.41MPrice $24.97Shares 4.06MSince Jun 30 -35.97%
DPC HOLDINGS PLCNo ticker matchNew
Weight 6.0%Value $143.74MShares 2.93M
Weight 5.9%Value $141.26MPrice $325.94Shares 332K +49.52%Since Jun 30 -23.39%
Weight 5.8%Value $137.16MPrice $116.66Shares 827K +15.55%Since Jun 30 -29.70%
Weight 5.5%Value $131.81MPrice $53.41Shares 1.55MSince Jun 30 -37.33%
Weight 5.5%Value $129.89MPrice $14.31Shares 6.15M +211.83%Since Jun 30 -32.21%
Weight 5.2%Value $123.20MPrice $452.88Shares 258KSince Jun 30 -5.17%
Weight 4.3%Value $103.44MPrice $204.09Shares 249K -7.87%Since Jun 30 -50.95%
Weight 4.3%Value $101.93MPrice $156.48Shares 428K +78.89%Since Jun 30 -34.30%
Weight 4.3%Value $101.62MPrice $62.28Shares 1.30M +28.05%Since Jun 30 -20.56%
Weight 4.3%Value $101.30MPrice $385.30Shares 164K -56.21%Since Jun 30 -37.54%
Weight 3.6%Value $86.54MPrice $42.39Shares 1.79M -0.80%Since Jun 30 -12.15%
Weight 3.6%Value $84.56MPrice $15.12Shares 3.42M +73.70%Since Jun 30 -38.79%
Weight 3.3%Value $79.24MPrice $12.12Shares 4.59M -0.80%Since Jun 30 -29.86%
Weight 3.0%Value $72.12MPrice $351.31Shares 149KSince Jun 30 -27.27%
Weight 2.5%Value $60.37MPrice $67.47Shares 1.19M +81.71%Since Jun 30 +32.79%
Weight 2.5%Value $58.89MPrice $228.86Shares 294KSince Jun 30 +14.38%
Weight 2.1%Value $49.77MPrice $77.97Shares 888K -37.37%Since Jun 30 +39.03%
Weight 1.8%Value $43.01MPrice $9.20Shares 3.67M -0.80%Since Jun 30 -21.43%
Weight 1.6%Value $37.76MPrice $25.15Shares 1.63M -0.80%Since Jun 30 +8.78%
Weight 1.1%Value $25.40MPrice $63.28Shares 422KSince Jun 30 +5.15%
Weight 0.0%Value $547.3KPrice $2.69Shares 1.19M -0.80%Since Jun 30 +484.78%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.2% | $243.38M | -12.99% | +18.26% | Add | |
| 7.0% | $165.66M | -24.24% | -22.31% | Trim | |
| 6.7% | $158.41M | -35.97% | — | New | |
| DPC HOLDINGS PLCNo ticker match | 6.0% | $143.74M | — | — | New |
| 5.9% | $141.26M | -23.39% | +49.52% | Add | |
| 5.8% | $137.16M | -29.70% | +15.55% | Add | |
| 5.5% | $131.81M | -37.33% | — | New | |
| 5.5% | $129.89M | -32.21% | +211.83% | Add | |
| 5.2% | $123.20M | -5.17% | — | New | |
| 4.3% | $103.44M | -50.95% | -7.87% | Trim | |
| 4.3% | $101.93M | -34.30% | +78.89% | Add | |
| 4.3% | $101.62M | -20.56% | +28.05% | Add | |
| 4.3% | $101.30M | -37.54% | -56.21% | Trim | |
| 3.6% | $86.54M | -12.15% | -0.80% | Trim | |
| 3.6% | $84.56M | -38.79% | +73.70% | Add | |
| 3.3% | $79.24M | -29.86% | -0.80% | Trim | |
| 3.0% | $72.12M | -27.27% | — | New | |
| 2.5% | $60.37M | +32.79% | +81.71% | Add | |
| 2.5% | $58.89M | +14.38% | — | New | |
| 2.1% | $49.77M | +39.03% | -37.37% | Trim | |
| 1.8% | $43.01M | -21.43% | -0.80% | Trim | |
| 1.6% | $37.76M | +8.78% | -0.80% | Trim | |
| 1.1% | $25.40M | +5.15% | — | New | |
| 0.0% | $547.3K | +484.78% | -0.80% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
DPC HOLDINGS PLCNo ticker match≈ $143.74MNew
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.