Forest Avenue Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $2.4B in reported equity holdings across 24 positions. The largest holdings are VST (10.2%), VIK (7.0%), MAIR (6.7%), DPC (6.0%), WWD (5.9%). The portfolio is concentrated in Other (77.2%), Consumer Cyclical (9.7%), Industrials (7.9%). Data sourced from SEC EDGAR 13F filings (CIK 1944889).