13FBOX
Nut Tree Capital Management, LP · 13F Holdings
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Nut Tree Capital Management, LP

No.4749 Data as of 2026Q2
Latest AUM (Q2 2026)
$419.0M
QoQ Change Q1 2026
+$173.7M+70.8%
Holdings
8
New Buys
4
Adds
1
Reduces
2
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GGRUPO AEROMEXICO SAB DE CVAERO
27.89%36.52%$116.9M6.5M$89.6M6.4M+100,000+1.56%Add
AAVEANNA HEALTHCARE HLDGS INCAVAH
26.43%33.93%$110.7M12.9M$83.2M12.9M00.00%Unchanged
VVIASAT INCVSAT
22.46%$94.1M1.0M$00+1.0MNew Buy
ACCENTURE PLC IRELANDACN
14.85%$62.2M500,000$00+500,000New Buy
EECHOSTAR CORP CLASS CLASS AECHO
3.63%$15.2M150,000$00+150,000New Buy
BRIGHTSPIRE CAPITAL INCBRSP
2.52%25.1%$10.6M1.9M$61.6M11.0M-9.1M-82.37%Reduce
CCOMMSCOPE HLDG CO INCVISN
1.32%4.45%$5.5M433,769$10.9M600,000-166,231-27.71%Reduce
CHARTER COMMUNICATIONSCHTR
0.89%$3.7M26,200$00+26,200New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow