Nut Tree Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Nut Tree Capital Management, LP reported 8 stock positions worth $419.0 million. Its top holding was Grupo Aeromexico Sab DE CV (AERO) at 27.9% of the portfolio, followed by Aveanna Healthcare (AVAH, 26.4%) and Viasat (VSAT, 22.5%). Compared with Q1 2026, it opened 4 new positions, added to 1 and reduced 2. The biggest buy was a new position in Viasat (VSAT) and the biggest sale Brightspire Capital (BRSP, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001661655
- Portfolio Value
- $419.0M (Q2 2026)
- SEC Filing
- 0001661655-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $419.0M
| AERO Grupo Aeromexico Sab DE CV | 27.89% | 6,492,821 | $116.9M | Add +1.6% |
| AVAH Aveanna Healthcare Holdings | 26.43% | 12,922,649 | $110.7M | No change |
| VSAT Viasat Inc. | 22.46% | 1,047,996 | $94.1M | New |
| ACN Accenture PLC Class A | 14.85% | 500,000 | $62.2M | New |
| ECHO Echostar Corp. Class A | 3.63% | 150,000 | $15.2M | New |
| BRSP Brightspire Capital Inc. | 2.52% | 1,937,826 | $10.6M | Reduce -82.4% |
| VISN Vistance Networks Inc. | 1.32% | 433,769 | $5.5M | Reduce -27.7% |
| CHTR Charter Communications Inc. Class A | 0.89% | 26,200 | $3.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $419.0M | AERO, AVAH, VSAT, ACN, ECHO |
| Q1 2026 | 4 | $245.3M | AERO, AVAH, BRSP, VISN |
| Q4 2025 | 7 | $442.5M | AERO, AVAH, ECHO, BRSP, CSTM |
| Q3 2025 | 7 | $369.8M | AVAH, CSTM, BRSP, ECHO, CZR |
| Q2 2025 | 8 | $295.2M | CSTM, AVAH, CZR, BRSP, ECHO |
| Q1 2025 | 10 | $280.2M | AVAH, BRSP, CSTM, CZR, XPOF |
| Q4 2024 | 8 | $256.3M | BRSP, AVAH, CSTM, XPOF, TSEOQ |
| Q3 2024 | 10 | $365.5M | CZR, AVAH, BRSP, CSTM, XPOF |
| Q2 2024 | 12 | $341.4M | CZR, CSTM, BRSP, XPOF, AVAH |
| Q1 2024Amended | 8 | $312.2M | CZR, CSTM, BRSP, AVAH, CNK |