SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Forest Avenue Capital Management LP

CIK 0001944889 · 2850 TIGERTAIL AVENUE, SUITE 200, MIAMI, FL, 33133 · 305-847-9750

Reported Value
$824M
Q3 2024
Positions
21
Filings on Record
15
2019–present window
Filed
Nov 13, 2024
original filing

Summary

Forest Avenue Capital Management LP reported $824M in U.S.-listed holdings across 21 positions for Q3 2024.

Its largest position, CEG, represents 11.1% of the portfolio.

Compared with Q2 2024, the fund opened 7 new positions and exited 8.

Portfolio Metrics

Turnover
+33.0%
vs prior filed quarter
Top-10 Concentration
+66.7%
share of reported value
Largest Position
+11.1%
Constellation Energy
New / Exited
7 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $94MQ4 ’22Q1 ’23: $139MQ2 ’23: $218MQ2 ’23Q3 ’23: $222MQ4 ’23: $295MQ4 ’23Q1 ’24: $407MQ2 ’24: $722MQ2 ’24Q3 ’24: $824MQ4 ’24: $1.1BQ4 ’24Q1 ’25: $732MQ2 ’25: $1.3BQ2 ’25Q3 ’25: $1.4BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $1.7Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 84.0%Other: 16.0%
  • Common Stock · 84.0% · $692M
  • Other · 16.0% · $132M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CEGCONSTELLATION ENERGY CORPNEW+350.1K350.1K+$91M$91M
VSXYVICTORIAS SECRET AND CONEW+1.59M1.59M+$41M$41M
METAMETA PLATFORMS INCNEW+58.5K58.5K+$33M$33M
ATDATI INCNEW+428.9K428.9K+$29M$29M
CRSCARPENTER TECHNOLOGY CORPNEW+158.3K158.3K+$25M$25M
DLTRDOLLAR TREE INCNEW+278.6K278.6K+$20M$20M
VSTSVESTIS CORPORATIONNEW+1.31M1.31M+$19M$19M
WMTWALMART INCSOLD OUT663.4K0$45M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

21 positions
#IssuerClass% PortfolioValueShares
1CEGCONSTELLATION ENERGY CORPhistory →COM11.05%$91M350.1K
2VSTVISTRA CORPhistory →COM10.43%$86M725.1K
3VIKING HOLDINGS LTDORD SHS8.06%$66M1.90M
4CNMCORE & MAIN INChistory →CL A6.05%$50M1.12M
5BBWIBATH & BODY WORKS INChistory →COM5.69%$47M1.47M
6TPDTEMPUR SEALY INTL INChistory →COM5.67%$47M854.8K
7RRXREGAL REXNORD CORPORATIONhistory →COM5.30%$44M263.0K
8VSXYVICTORIAS SECRET AND COhistory →COMMON STOCK4.96%$41M1.59M
9ROYAL CARIBBEAN GROUPCOM4.86%$40M225.9K
10XPOXPO INChistory →COM4.65%$38M356.2K
11TECK/BTECK RESOURCES LTDhistory →CL B4.57%$38M720.9K
12METAMETA PLATFORMS INChistory →CL A4.07%$33M58.5K
13MATXMATSON INChistory →COM3.96%$33M228.8K
14ATDATI INChistory →COM3.48%$29M428.9K
15HCCWARRIOR MET COAL INChistory →COM3.19%$26M411.5K
16FRONTLINE PLCCOM3.08%$25M1.11M
17CRSCARPENTER TECHNOLOGY CORPhistory →COM3.07%$25M158.3K
18DLTRDOLLAR TREE INChistory →COM2.38%$20M278.6K
19VSTSVESTIS CORPORATIONhistory →COM SHS2.37%$19M1.31M
20ARCH1USDARCH RESOURCES INChistory →CL A1.84%$15M109.8K
21CCCHEMOURS COhistory →COM1.27%$10M514.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.7B26May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B22Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B22Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B17Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$732M15May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B22Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$824M21Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$722M22Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$407M20May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$295M20Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$222M26Nov 14, 2023RESTATEMENTchanges · EDGAR ↗
Q2 2023$218M29Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$139M21May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$94M12Feb 10, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.