Nut Tree Capital Management, LP
- SEC CIK
- 0001661655
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 8
- +4 vs. Q1 2026
- Portfolio value
- $419.0M
- +$173.7M (+70.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AEROGrupo Aeromexico, S.A.B. de C.V. | SPONSORED ADS | 6,492,821 | $116.9M | 27.9% | +100,000+1.6% | Added | History |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 12,922,649 | $110.7M | 26.4% | 00.0% | Unchanged | History |
| VSATViasat Inc | COM | 1,047,996 | $94.1M | 22.5% | +1,047,996 | New | History |
| ACNAccenture plc | Stock | 500,000 | $62.2M | 14.8% | +500,000 | New | History |
| ECHOEchoStar CORP | CL A | 150,000 | $15.2M | 3.6% | +150,000 | New | History |
| BRSPBrightSpire Capital, Inc. | COM CL A | 1,937,826 | $10.6M | 2.5% | −9,056,120−82.4% | Reduced | History |
| VISNVistance Networks, Inc. | COM | 433,769 | $5.54M | 1.3% | −166,231−27.7% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 26,200 | $3.73M | 0.9% | +26,200 | New | History |