Nut Tree Capital Management, LP 13F holdings
Nut Tree Capital Management, LP reported 8 positions with a total reported value of $419.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: AERO GRUPO AEROMEXICO SAB DE CV (27.9%), AVAH AVEANNA HEALTHCARE HLDGS INC (26.4%), VSAT VIASAT INC (22.5%), ACN ACCENTURE PLC IRELAND (14.8%), ECHO ECHOSTAR CORP (3.6%). Against 2026-03-31 it opened 4 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AERO GRUPO AEROMEXICO SAB DE CV | 6,492,821 | $116.9M | 27.9% |
| AVAH AVEANNA HEALTHCARE HLDGS INC | 12,922,649 | $110.7M | 26.4% |
| VSAT VIASAT INC | 1,047,996 | $94.1M | 22.5% |
| ACN ACCENTURE PLC IRELAND | 500,000 | $62.2M | 14.8% |
| ECHO ECHOSTAR CORP | 150,000 | $15.2M | 3.6% |
| BRSP BRIGHTSPIRE CAPITAL INC | 1,937,826 | $10.6M | 2.5% |
| VISN VISTANCE NETWORKS INC | 433,769 | $5.5M | 1.3% |
| CHTR CHARTER COMMUNICATIONS INC | 26,200 | $3.7M | 0.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AERO GRUPO AEROMEXICO SAB DE CV | 6,392,821 | 6,492,821 | +1.6% | $116.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BRSP BRIGHTSPIRE CAPITAL INC | 10,993,946 | 1,937,826 | -82.4% | $10.6M |
| VISN VISTANCE NETWORKS INC | 600,000 | 433,769 | -27.7% | $5.5M |
CIK 1661655 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
