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 VISN
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,920,000 | 600,000 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,310,000 | 1,000,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,210,000 | 1,000,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,110,000 | 1,000,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,230,000 | 1,000,000 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||