Forest Avenue Capital Management LP
Annual return '25
+19.2%
SPY '25
+17.7%
Alpha
+1.5ptsvs SPY
Invested
$1.7B
Holdings
26
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VST
VISTRA CORP
Q2 2025: New position (735.6k shares)
11.6%
02
$VIK
VIKING HOLDINGS LTD
Q2 2025: New position (3.80M shares)
8.9%
03
$CRS
CARPENTER TECHNOLOGY CORP
Q2 2025: New position (478.8k shares)
8.8%
04
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
6.2%
05
$QXO
QXO INC
Q2 2025: New position (3.76M shares)
5.3%
06
$CNM
CORE & MAIN INC
Q2 2025: New position (1.50M shares)
5.3%
07
$PARR
PAR PAC HOLDINGS INC
Held since at least Q1 2024
5.3%
08
$MTZ
MASTEC INC
Held since at least Q1 2024
5.2%
09
$ECG
EVERUS CONSTR GROUP
Held since at least Q1 2024
5.0%
10
$WWD
WOODWARD INC
Q2 2025: New position (100.4k shares)
4.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.