Forest Avenue Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.5B in reported equity holdings across 22 positions. The largest holdings are VIK (13.5%), CRS (13.1%), VST (11.9%), MTZ (7.1%), WWD (6.9%). The portfolio is concentrated in Other (84.2%), Consumer Cyclical (9.4%), Industrials (6.4%). Data sourced from SEC EDGAR 13F filings (CIK 1944889).