Forest Avenue Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.7B in reported equity holdings across 26 positions. The largest holdings are VST (11.6%), VIK (8.9%), CRS (8.8%), IWM (6.2%), QXO (5.3%). The portfolio is concentrated in Other (82.5%), Industrials (8.0%), Consumer Cyclical (6.6%). Data sourced from SEC EDGAR 13F filings (CIK 1944889).