Nut Tree Capital Management, LP
Top Portfolio Positions
4 positions ·
$245,271,378 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AERO |
Grupo Aeromexico, S.A.B. de C.V.
Industrials
|
6,392,821 | $89,563,422 | 36.52% | |
| AVAH |
Aveanna Healthcare Holdings, Inc.
Healthcare
|
12,922,649 | $83,221,859 | 33.93% | |
| BRSP |
BrightSpire Capital, Inc.
Real Estate
|
10,993,946 | $61,566,097 | 25.10% | |
| VISN |
Vistance Networks, Inc.
Technology
|
600,000 | $10,920,000 | 4.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVAH
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,221,859 | 12,922,649 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,084,542 | 12,372,649 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $109,745,396 | 12,372,649 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,708,954 | 12,372,649 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $67,059,757 | 12,372,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,543,005 | 12,372,649 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,337,774 | 12,372,649 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,148,511 | 12,372,649 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $33,158,699 | 12,372,649 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,181,158 | 11,076,604 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,719,460 | 11,076,604 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,019,440 | 7,711,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,736,200 | 4,790,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,500,000 | 9,000,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,340,000 | 9,000,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,158,064 | 6,204,711 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $40,222,544 | 5,435,479 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,100,661 | 3,877,888 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,532,000 | 3,600,000 | Shares | Sole | 2021-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||