Forest Avenue Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Forest Avenue Capital Management LP held in its portfolio 22 assets valued at $1,518,243,036 (i.e. $1.52B).

The most valuable assets in the portfolio included: VIKING HOLDINGS LTD ($204.46M), CARPENTER TECHNOLOGY CORP ($198.37M), and VISTRA CORP ($180.96M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Forest Avenue Capital Management LP Portfolio

VIKING HOLDINGS LTD

CARPENTER TECHNOLOGY CORP

VISTRA CORP

MASTEC INC

WOODWARD INC

CORE & MAIN INC

ROYAL CARIBBEAN GROUP

QXO INC

XPO INC

SOMNIGROUP INTERNATIONAL INC

Forest Avenue Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VIKING HOLDINGS LTD	2863247	204464468	ORD SHS
CARPENTER TECHNOLOGY CORP	630061	198368405	COM
VISTRA CORP	1121665	180958214	COM
MASTEC INC	494011	107383171	COM
WOODWARD INC	344999	104300098	COM
CORE & MAIN INC	1879883	97697520	CL A
ROYAL CARIBBEAN GROUP	289860	80847751	COM
QXO INC	3734990	72047957	COM NEW
XPO INC	467057	63477717	COM
SOMNIGROUP INTERNATIONAL INC	695566	62100132	COM
ARGAN INC	185389	58086081	COM
BATH & BODY WORKS INC	2211826	44413466	COM
WARRIOR MET COAL INC	407476	35927159	COM
PEABODY ENERGY CORP	1174262	34875581	COM
FIRST SOLAR INC	115600	30198188	COM
PAR PAC HOLDINGS INC	791832	27824976	COM NEW
LIBERTY ENERGY INC	1384217	25552646	COM CL A
TALEN ENERGY CORP	66880	25069299	COM
KNIGHT-SWIFT TRANSN HLDGS IN	470616	24603804	CL A
PROPETRO HLDG CORP	1531035	14560143	COM
LEGGETT & PLATT INC	1233534	13568874	COM
FRONTLINE PLC	546168	11917386	COM