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 BLCO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,704,361 | 216,883 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,268,426 | 216,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,821,647 | 216,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,144,803 | 216,883 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||