Nut Tree Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Nut Tree Capital Management, Lp disclosed 7 stock positions valued at approximately $419.01M as of quarter-end June 30, 2026. The largest holdings include AVEANNA HEALTHCARE HLDGS INC, VIASAT INC, and ACCENTURE PLC IRELAND.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $419.01M
Holdings by Sector
Nut Tree Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AVEANNA HEALTHCARE HLDGS INC | AVAH | Healthcare | 26.43% | 12,922,649 | - | - | $110,747,102 |
| VIASAT INC | VSAT | Technology | 22.46% | 1,047,996 | +1,047,996 | +100.00% | $94,120,521 |
| ACCENTURE PLC IRELAND | ACN | Technology | 14.85% | 500,000 | +500,000 | +100.00% | $62,220,000 |
| ECHOSTAR CORP | SATS | Technology | 3.63% | 150,000 | -600,000 | -80.00% | $15,225,000 |
| BRIGHTSPIRE CAPITAL INC | BRSP | Real Estate | 2.52% | 1,937,826 | -9,056,120 | -82.37% | $10,561,152 |
| VISTANCE NETWORKS INC | COMM | Technology | 1.32% | 433,769 | -166,231 | -27.71% | $5,543,568 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 0.89% | 26,200 | +26,200 | +100.00% | $3,725,902 |
Showing 7 of 7 holdings in the latest reporting period.