Nut Tree Capital Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Nut Tree Capital Management, LP reported 4 stock positions worth $245.3 million. Its top holding was Grupo Aeromexico Sab DE CV (AERO) at 36.5% of the portfolio, followed by Aveanna Healthcare (AVAH, 33.9%) and Brightspire Capital (BRSP, 25.1%). Compared with Q4 2025, it opened 1 new position, sold out of 4 and added to 2. The biggest buy was Aveanna Healthcare (AVAH, shares +4%) and the biggest sale an exit from Echostar Class A (ECHO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001661655
- Portfolio Value
- $245.3M (Q1 2026)
- SEC Filing
- 0001661655-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 4 stocks · $245.3M
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
Notes & Other Activity Q4 2025 → Q1 2026
| ECHOSTAR CORP (ECHO 3.875 11/30/30) | NOTE 3.875%11/3 · principal | Sold out | 25,798,707 | $86.2Mbefore exit |
| TSEOQ Trinseo PLC | Stock · principal | Sold out | 3,500,000 | $1.7Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |