Nut Tree Capital Management, LP

CIK 0001661655 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Nut Tree Capital Management, LP reported 8 positions worth $419.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AERO (27.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$419.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	AERO	GRUPO AEROMEXICO SAB DE CV	SH	$116.9M	27.89%	6,492,821	—	—
▸ 2	AVAH	AVEANNA HEALTHCARE HLDGS INC	SH	$110.7M	26.43%	12,922,649	—	—
▸ 3	VSAT	VIASAT INC	SH	$94.1M	22.46%	1,047,996	—	—
▸ 4	ACN	ACCENTURE PLC IRELAND	SH	$62.2M	14.85%	500,000	—	—
▸ 5	ECHO	ECHOSTAR CORP	SH	$15.2M	3.63%	150,000	—	—
▸ 6	BRSP	BRIGHTSPIRE CAPITAL INC	SH	$10.6M	2.52%	1,937,826	—	—
▸ 7	VISN	VISTANCE NETWORKS INC	SH	$5.5M	1.32%	433,769	—	—
▸ 8	CHTR	CHARTER COMMUNICATIONS INC	SH	$3.7M	0.89%	26,200	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nut Tree Capital Management, LP hold as of Q2 2026?

Nut Tree Capital Management, LP reported 8 positions worth $419.0M in its Q2 2026 13F filing. Largest positions: AERO (27.9%), AVAH (26.4%), VSAT (22.5%), ACN (14.8%) and ECHO (3.6%).

What did Nut Tree Capital Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nut Tree Capital Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.